Sophia is growing!

the Sun

You will see when you arrive for one of our workshops that we have added a new office. Last month we hired Kanish Pawar, as our Portfolio Analyst. Kanish holds the distinguished Chartered Financial Analyst designation (CFA), and has an MBA with a specialization in Finance. He is an expert in equities research and analytics and will support us in evaluating and implementing the best, most efficient, investment strategies in client portfolios. Welcome, Kanish!

And CONGRATULATIONS are in order for Kamal who was recognized by The International Alliance for Women (TIAW.org) for her contributions to the economic empowerment of women in our community. We are thrilled to see her work acknowledged by this international advocate of women's advancement in society and business. Way to go Kamal!

We have an exciting schedule of interesting and informative workshops planned this autumn, on a wide range of topics to help you feel more confident and empowered about your finances.

Knowledge builds on attitude and beliefs in a circular manner. You can start from exactly where you are to get to where you are headed. Take a look and find what inspires you.

Unless specified, all classes are open to both men and women, are free of charge and will be held at Sophia Financial Group offices.

We look forward to seeing you soon!

Tracy and Kamal


Modern Portfolio Strategies
October 23, 2019

Scale graph

Modern Portfolio Theory is no longer modern and there are no "efficient frontiers" to be seen any time soon.

What are the most current ideas around investment management? How does the behavioural economics concept of irrationality play into our actions as managers of finance?

As an investor, knowing the trends, misconceptions and current research will help you manage your decision making processes and better support your personal financial objectives.

Taught by:
Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS and Kanish Pawar, Portfolio Analyst, MBA, CFA
Wednesday, October 23, 2019
Time: 6:30 PM to 8:30 PM

To register Click here


Energy, Flow and Your Finances: A Two-Part Workshop October 5 and November 2, 2019

Sony Barron
Sony Barron

Sony Baron asks, "What is your grief around the flow of money and success"?

Stuck energy can occur at many levels. This can make addressing impediments to our well-being challenging. In this powerful, experiential workshop, each participant will be supported and heard as we share stories and engage in reflection and personal exploration.

Sony will create a safe, sacred, heart held community. You can expect meditation, drumming, and journeying into your own deeper levels of consciousness to clear the obstacles to success in the areas of your life you feel blocked.

Personal Message from Sony: "Prerequisite for attendance is a strong intention to be fully present and a willingness to hear yourself and others. When you show up this way, you may experience a shift in your life, finances, work, health, relationships and self-expression. If this appeals to you, then this circle of learning is for you".

Taught by: Sony Baron, MA, MA. Read more about Sony

When: Two Saturdays October 5 and November 2, 2019
Time: 9:30 AM to 12:30 PM
Cost: $75.00 for both sessions. This class is for women only.

Click here for more information and to register. Limited to 30 participants.
Email tracy.theemes@raymondjames.ca if you need a scholarship.


Money, Love & the Law
November 9, 2019

Karen Redmond
Karen Redmond
Ian Macnaughton
Ian Macnaughton

What happens when we bring together one of Canada's top family systems consultants, a family lawyer-mediator and a financial advisor with a psychology background? You get a lively, informative and highly entertaining discussion!

Join us as we look at the historical paradigms of marriage and the problems these old school ideas are creating in our new world. We will talk about the legal, psychological and financial responsibilities of spousal relationships in BC as well as the ins and outs of successfully navigating confusing and often misleading conceptions of healthy relating and long-term commitments.

Taught by:

Dr. Ian Macnaughton, PhD, MBA, RCC
Read more about Ian
Karen Redmond, LLB, BEd, BA
Read more about Karen
Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS

NOTE :

Location: Sophia Financial Office,
3762 W 10th Ave, Vancouver

Saturday, November 9, 2019
Time: 9:30 AM to 12:30 PM

To register Click here


New Paradigms of Retirement

Part 1 - Tuesday, November 12

Tracy and Kamal
Tracy and Kamal

Our ideas of retirement are being turned upside down with the realities of longer life expectancies, economic upheaval and constant social change.

In this workshop you will learn:

  • The four new phases of retirement and their financial impact
  • Determining need and designing financial objectives that are achievable
  • The economic implications of longer life expectancies
  • How to balance risk with financial security

Taught by: Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS

Part 2 - Tuesday, November 19

In this workshop you will learn:

  • Methods for determining income needs
  • Asset allocation strategies that match your situation
  • Identifying Income streams and their individual taxation implications
  • Ensuring funds are sufficient for long term needs

Taught by: Kamal Basra, Financial Advisor, BSc, CFP, FMA, FCSI

Tuesday, November 12 and Tuesday November 19, 2019
Time: 6:30 PM to 8:30 PM

To register Click here


Health, Hormones and Your Investments
December 5, 2019

Anita Tannis
Anita Tannis

Join us for an exciting new perspective on behavioural finance and our health.

How do our hormones effect our decision making in general and our risk-taking behaviour with regard to our finances?

Does progesterone make us more resilient in volatile markets? Would a shot of testosterone give us the courage to have a heavier equity rating in our portfolios?

Dr. Anita Tannis and Tracy Theemes will intersect their educational and practical professional experiences to help you figure out how your hormones may be impacting your long-term financial success.

Taught by:
Anita Tannis, MD
Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS

Thursday, December 5, 2019
For women only
Time: 6:00 PM to 9:00 PM

To register Click here


And finally...

We are as always, available to look at your current investment strategies, answer your questions and help you map out a plan for achieving your financial goals. Just give us a call if you need a second opinion or guidance for how to take your next step. As always, we are here to help!

Tracy Theemes and Kamal

Sophia Financial Group of Raymond James
3762 W 10th Avenue, Vancouver, B.C.
sophiafinancial.ca

If you have any questions or would like further information about our workshops contact:
tracy.theemes@raymondjames.ca
604 569 2891



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