Overview
Financial services have evolved significantly in the last 50 years, so that friends and family can no longer be viewed as the sole source of counsel on these complex and sensitive matters. Now more than ever, people are seeking wisdom and guidance for the difficult decisions they face regarding money. At the Sophia Financial Group of Raymond James Ltd., not only are we proficient in financial planning and management, but we also have a foundational expertise in “what makes us tick” as human beings. Understanding the emotional and social stresses that surround the relationship people have with money enables us to build the holistic financial solutions that keep our clients referring their friends and family. We are financial advisors, educators, speakers and listeners and this translates into the design of strategies which address every aspect of each of our clients’ lives.
Kamal Basra
With 15 years in the investment industry and the long list of credentials that drive her success as a financial advisor, it’s interesting to note that Kamal’s career began in a molecular biology laboratory.
Tracy Theemes
From toy bags to business calculators, Tracy’s career has been a trajectory of ever increasing roles in leadership and financial expertise and empowerment.
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About Raymond James
Raymond James is one of North America's leading full-service investment dealers with an extensive presence across Canada and the United States.
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About Sophia Financial
The Greek word “Sophia” means wisdom in English. Sophia is the voice that expresses our intuitive, creative nature, sees the interconnectedness of all things and honours the sacredness of all life.
The Sophia Way
We take the time to understand your concerns and priorities.
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Community
We recognize how we do business impacts our community.
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Education & Workshops
Testimonials
