Happy Autumn!

Todo List Coffee

September is a time for list and plans...

Survived summer holidays. Check.

Kids back to school. Check.

Raingear pulled out. Check.

Become financially empowered. Oh, oh...

Increase your economic confidence this fall by attending one of Sophia's workshops. We are offering classes ranging from retirement planning to optimizing health in mid-life. We have learned that our financial situation is intricately related to our overall well-being. At Sophia Financial, the whole person matters.

We are also excited to announce that we will be hosting the 10th Sophia Wealth Academy in support of Dress for Success on January 26, 2019. Mark the day on your calendar and stay tuned for details.

It's going to be a productive and fun-filled autumn!

Hope to see you soon,

Tracy Theemes and Kamal Basra
Financial Advisors, Sophia Financial

Marketing Coordinator Needed

Sophia Wealth Academy is hiring a Marketing Coordinator (five month position, eight hours a week, September to January 26, 2019) to assist Tracy with creating invitations, developing marketing collateral, writing and editing blogs and designing a simple website. You will also be strategizing and implementing our social media strategy. At least twice a month it will be necessary to work in the Vancouver office and participate in group collaboration with our other partners.

If you are interested, please email tracy.theemes@raymondjames.ca

Upcoming Fall Workshops

Money, Marriage and Mayhem - September 29, 2018

UBC Sauder LogoRobert H Lee Graduate School Logo

Sponsored by UBC Sauder School of Business, Tracy Theemes will be at the Vancouver Club to teach more about communicating and managing finances in your relationships.

Tracey Sauder

This year, Tracy will be joined by guest expert, Lisa Alexander, Collaborative Family Lawyer & Mediator, to lead this interactive workshop that aims to help you feel more confident in your ability to discuss money and create a prosperous financial life.

Saturday, September 29, 2018Time: 9:30 AM to 12:30 PM

Click Here for more information and to register by September 25, 2018

The Art of Investing - October 10, 2018


What do an artist and a financial advisor have in common? Want to find out???

Join renowned artist Debra Van Tuinen for a live demonstration of her encaustic and oils technique at Sophia Financial. Tracy and Debra will show how her artistic process and Sophia's values based financial planning have remarkable similarities.

Read more about Debra and her art here: www.vantuinenart.com

Wednesday, October 10, 2018
Time: 6:30 PM to 8.30 PM
To register Click Here

Debra Van Tuinen is in Vancouver for the opening of her show #We5Women starting Friday, October 12th, 5 to 8 PM at Art Works Gallery,1536 Venables St.

Empowered Investing for Young Professionals - October 18, 2018

Landing a great job and feeling like your career is finally launched are momentous milestones of adulthood. But with a salary and employment come decisions about savings, investments, whether to buy or rent and how to pay off student debt.

In this interactive and engaging workshop, you will learn:

  • How to make well informed, confident investment decisions
  • The relationship between asset allocation and investment return
  • Debt versus savings
  • How to balance risk with financial security
  • TFSAs, RRSPs, GICs

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

Thursday, October 18 2018
Time: 6:30 PM to 8:30 PM
To register Click Here

New Paradigms of Retirement - October 27, 2018

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
  • The economic implications of a longer life expectancy
  • Modern income planning strategies
  • How to balance risk with financial security

Co-taught by: Kamal Basra, Financial Advisor, BSc, CFP, FMA, FCSI

Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS

Saturday, October 27, 2018
Time: 9:30 AM to12:30 PM
To register Click Here

Health, Hormones and a Happy Life - November 6, 2018

Anita Tannis

Dr Anita Tannis, a family physician specializing in integrative medicine looks at health and wellness from a contextual point of view. As aging adults we are often confused and sometimes stressed out by our aging bodies. How does ongoing life stress affect us? And what do we need to know about sexuality and hormones to best manage the physical and often social transitions we find ourselves negotiating.

Dr. Tannis will present the newest research and best practices to assist you in understanding how you can take care of yourself for optimal health, pleasure and longevity.

Tuesday, November 6, 2018
Time: 6:30 PM to 8:30 PM
To register Click Here

Love and the Law - November 28, 2018

Gavel of Love

"Let's move in together!"
"Want to get married?"
"There's no way in Hades you are getting any money from me when I'm gone!"

Taught by two of Vancouver's finest legal minds, we will address how the law shapes our relationships and the responsibilities that we, often inadvertently, sign up for when we make relationship commitments - and threats!

The new family and estate laws are altering our expectations as well as our legal roles and responsibilities to one another. It is important to know what your promises mean and how to best protect yourself from unexpected twists and turns in life.

Wednesday, November 28, 2018
Time: 6:30 PM to 8:30 PM
To register Click Here

That's all for now folks!  But remember...

If you need assistance with financial planning or portfolio management don't hesitate to let us know. Kamal and I are here to help!

Tracey and Kamal

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

If you have any questions or would like further information about our workshops contact:
604 569 2891

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