And the sun comes out...!

the Sun

Money always seems like a good winter topic. We associate the hard work of keeping ourselves warm and dry with many of the tasks and heaviness we might feel about our finances. But now the temperatures are rising and we are thawing out. The sun is shining its light into the dark corners and we can see what we missed in the gloomier months.

This is actually a great time to begin new projects, including getting your finances in order. You will see we have a few classes to finish off the season. These were the topics most requested from our Sophia Wealth Academy participants. They want to dig in deeper and find their way though the mysteries of planning and investing in a more confident way. Take a look at our line up and reserve your spot. And don't hesitate to let us know if there is a particular topic you want us to cover next year.

We look forward to seeing you soon!

Sophia Wealth Academy 2019

Jennifer Tracy McPhedran Aglukark Audience Speakers

What a success! A packed house of over 300 people,17 speakers and 35 volunteers and staff. and to top it off, $63,000 raised for Dress for Success, We sang and danced and delved into a range of topics that left us inspired, sometimes awestruck and ready for action. From the beautiful message of Juno award winning Susan Aglukark about community to Dr. Jessica Tracy's informative speech on Pride and Success, the diverse line up of financial experts and powerful speakers taught us things we needed to know and led us into places we didn't even know were there! We were inspired by each other and are ready to take those next steps into our best financial future.

Sophia Financial Group 10th Anniversary

Sophia Financial Party Cake

Ten years for a business to not just survive, but thrive is a milestone worth celebrating- and so we did! On January 26th, clients, family, and colleagues joined us for an evening of food and wine, laughter and fun.

Dawn Pemberton, Canada's Queen of Soul kept the party moving and the dancers bopping overtime. It was wonderful to see so many of our supporters from past and present. We are so grateful for those who have been with us on this incredible journey. Ten years behind us and we look forward to many more exciting years to come...

Observing Yourself (by guest contributor Donna Soules)

Donna Soules
Donna Soules

In my early twenties, I was having difficulty talking with my husband about the hard stuff in our relationship. I took a leap of faith and went to New York City to take a course from an enlightened man named Oscar Ichazo from Chile. I learned an important life lesson from him: observing the self is the key to personal development and successful relationships.

Self-observation-or being conscious of our self-talk-helps us become aware of the messages and stories we make up about others, and the messages, beliefs and perceptions we have of ourselves.

Critical or judgmental self-talk that fosters negative messages about ourselves or others often creates conflict. When we are unconscious of the messages we are saying to ourselves, the results can be destructive to our relationships at home or at work. The more mindful we are the better chance we have of healthy and constructive communication. Messages creating destructive dialogue cause defensiveness and confusion. In many cases our self-talk is the source of our own conflict.

Read More

The Markets by Kamal

Although 2018 was a year in which we saw increased stock market volatility, 2019 has started strong with solid growth in all the major market indices.The S&P/TSX 300 Canadian market index has increased 12.7%, the US broad market index, S&P 500, has increased 12.6%, and the non-North American global index, MSCI EAFE, has increased by 9.9%, year to date ending March 15, 2019.

The result of central banks temporarily halting increases in their lending rates, has once again served to provide lower cost capital to businesses so they can continue to expand.Trade negotiations continue between China and the U.S. and any deal which lifts tariffs will have a positive effect on global markets. We are also monitoring the Brexit vote to see the effects it will have on trade and the movement of goods within Europe.

We believe that volatility is here to stay and the only way to navigate these constantly changing markets is by ensuring you have a sound financial plan based on your personal goals and time frames. Your plan is a road map that shows you where you are now and where you are headed. This allows you to ignore the "noise" in the short term and stay focused on your personal long term goals.

Podcast - How to Invest When You Don't Think You Have Enough Money

On the first episode of UBC Alumni's new podcast mini-series "My Financial Life", host Kirk Lapointe, editor-in-chief of Business in Vancouver and adjunct professor at the UBC School of Journalism, speaks to UBC alumna and financial advisor,Tracy Theemes, MA, CFP about the benefits of starting your financial planning early and what step do you take if you have made challenging financial decisions in the past...

Capture of Audio

Listen Here

Advanced Portfolio Strategies - April 10, 2019

Kamal Basra
Kamal Basra

In this workshop, essential investment strategies will be discussed as well as new trends, both the good and the bad, in the world of optimizing portfolios and balancing risk and return. This class is for you if you have a positive cash flow and want to improve your knowledge of investing.

You will learn:

  • To manage risk and return in relation to your own financial goals
  • Principles of strategic and tactical investment management
  • Current trends in portfolio management and what they mean for you

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

Wednesday, April 10, 2019
Time: 6:30 PM to 8:30 PM
To register Click Here

Up Your Earnings Game - April 30, 2019

Marlene Delanghe
Marlene Delanghe

Career strategy is about more than finding and keeping a job. It is leveraging your key skills and aptitude into relevant work that optimally remunerates you.

In this workshop, Marlene Delanghe will explain the foundations of career planning and salary negotiation. You will learn how to map out a career path, negotiate a better salary and learn some tips on how to have career conversations that will lead to a more satisfying work life. Read more about Marlene

Tuesday, April 30, 2019
Time: 6:30 PM to 8:30 PM
To register Click Here

Financial Wellness Fundamentals - May 14, 2019

Tracy Theemes
Tracy Theemes

Where do you start? How do we marry our values with our financial planning? This workshop will look at how we prioritize our steps and figure out the plan of action to achieve specific goals. We will also address the psychological aspects of money management and outline some tips for overcoming stuck patterns or habitual emotional responses that may get in the way of achieving our financial objectives.

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

Tuesday, May 14, 2019
Time: 6:30 PM to 8:30 PM
To register Click Here


All classes are:

  1. Free of charge
  2. Open to both women and men
  3. Held at Sophia Financial offices at 3762 W 10th Ave, Vancouver
  4. Guests are welcome but they must register individually.

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.

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

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