INVEST WITH WISDOM Comprehensive financial strategy aligned with your values.
At Sophia Financial, we are thoughtful strategists who build integrated financial plans and investment portfolios to align with the personal values of the people we serve. Sophia Financial of Raymond James Ltd. has developed a unique process for determining our clients’ objectives within the context of their personal beliefs and highest ideals. While it is systemized for efficiency, our application of this powerful process is done with a level of sensitivity and a spirit of service that are not often present in larger bureaucratic institutions. Our process is called “The Sophia Way” in light of how we deliver our suite of services. It is a way of sharing, a way of educating, a way of wisdom, a way of connection and collaboration, that guides us on the path to financial success.
Meet Sophia Financial’s co-founders Tracy Theemes and Kamal Basra
Sophia is the Greek word for wisdom. Sophia is the voice that expresses our intuitive and creative nature as well as sees the interconnectedness of all things and honours the sacredness of all life. She is about integrity in the marketplace and the balance of head, heart and soul.
The world is constantly changing. Friends and family can no longer be the primary source of financial advice. Today, people need professional guidance, expertise and wisdom for the difficult decisions they face regarding their money.
The Sophia Way
Wisdom and Clarity
Investing with wisdom means that your values and objectives come first. How the money is managed follows from there. We take the time to understand your concerns and priorities, your challenges and the life context of your financial decisions.