Past Events
Our past events were highly successful in providing women with education on a broad range of topics ranging from modern investment strategies, legal, psychological and financial relationship responsibilities, retirement paradigms, the psychology of money, behavioural finance, salary negotiation and many more.
I’M NOT CRAZY, I’M A COMPASSIONATE COMMUNICATOR!
Tuesday, December 5 – 6:30 to 8:30 PM
The holidays can drive even the sanest person to the edge. In this humorous, experiential workshop, we will look at the 5 Cs of getting through the tough stuff. None of us wish to create conflict or hurt people’s feelings, so we might give in on issues that really matter. We may find ourselves breaking our budgets, doing too much work and spending time with people we don’t even like! Using scenarios and role play, we will address values-based communication strategies and learn how to set the stage for constructive, compassionate conversations and healthy boundary setting.
FACILITATED BY TRACY THEEMES AND IRENE NIZZERO MA, PCC, EXECUTIVE AND PERSONAL COACHREGISTER NOW
TRANSITIONING THROUGH DIVORCE
Wednesday, November 15 – 6:30 to 8:30 PM
Divorce can be complex, challenging, and at times, overwhelming. Join Tracy Theemes as she moderates this highly informative panel discussion on the emotional, legal, and financial aspects of divorce with family lawyer Geeta Gill and divorce coach and therapist Sandy Hawkins. They will draw upon their diverse backgrounds and expertise to provide a comprehensive overview of what it means to transition through divorce.
TAUGHT BY GEETA GILL, FAMILY LAWYER AND MEDIATOR, BA, LLB, SANDY HAWKINS, MA, RCC, DIVORCE COACH AND CHILD SPECIALIST AND TRACY THEEMES, FINANCIAL ADVISOR, MA, CFP, FCSI, AFDS.
REGISTER FOR TRANSITIONING THROUGH DIVORCE
AN EVENING OF PEACE
Thursday, November 2 – 6:30 to 8:30 PM
The days are shorter. The rain beats harder. It is often difficult to keep the light shining within us. During this quiet, reflective evening, we will practice guided mindfulness exercises and short periods of silence and stillness. In an atmosphere designed to slow down our frenzied activity and settle our nervous systems, we give our body and mind an opportunity to reset in a healthy, harmonious way. These practices of self-soothing will help us establish a connection to the peace that is always within and their resilience to withstand challenges.
FACILITATED BY DR. RACHEL LEWIS
REGISTER FOR AN EVENING OF PEACE
ESTATE PLANNING ESSENTIALS
Tuesday, October 24 – 6:30 PM to 8:00 PM
Transferring wealth is a complex affair. With new estate laws and ever-increasing complications in family dynamics, the issue of how, when and to whom to transfer wealth can be challenging. There are many land mines and opportunities that need to be understood. The days of just writing up a letter of your last wishes with a signature from a neighbour are over. To protect yourself, your family, your assets, and leave a tax-efficient legacy, you will need to prepare carefully. Patricia Chartrand has guided hundreds of families through the murky and often troubled waters of organizing their estates. Now is the time to figure this out.
TAUGHT BY PATRICIA CHARTRAND, SENIOR TRUST ADVISOR, RAYMOND JAMES TRUST (CANADA)
REGISTER FOR ESTATE PLANNING ESSENTIALS
EMPOWERED INVESTING 2023
Saturday, October 14 – 9:30 AM to 12:30 PM
It has been years since we have taught this comprehensive workshop on investment management and financial planning fundamentals. Being grounded in terminology, aligning individual objectives to strategy, and seeing the context in which investment occurs are essential to an empowered economic life.
In this workshop, you will learn:
- To make well-informed, confident investment decisions
- The relationship between asset allocation and investment returns
- How to balance risk and volatility with financial security
TAUGHT BY TRACY THEEMES, MA, CFP, FCSI, AFDS, FINANCIAL ADVISOR, SOPHIA FINANCIAL GROUP
REGISTER FOR EMPOWERED INVESTING
PARADIGMS OF RETIREMENT (PART 2)
Wed, April 13, 2022 – 12pm – 1pm
Join Financial Advisors and Co-Founders of Sophia Financial Group and Sophia Wealth Academy, Tracy Theemes and Kamal Basra, for part two of their noon hour retirement workshop series. Tracy and Kamal will address the modern paradigms around retirement as well as practical strategies to plan for and manage this important stage of your financial life.
Join Kamal and Tracy as they discuss:
- 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
TAUGHT BY: TRACY THEEMES AND KAMAL BASRA
NEW – New Paradigms of Retirement (Part 1)
Wednesday, April 6, 2022 – 12pm – 1pm
Join Financial Advisors and Co-Founders of Sophia Financial Group and Sophia Wealth Academy, Tracy Theemes and Kamal Basra, for part one of their new two-part noon hour retirement workshop series. Tracy and Kamal will address the modern paradigms around retirement as well as practical strategies to plan for and manage this important stage of your financial life.
Join Kamal and Tracy as they discuss:
- 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
TAUGHT BY: TRACY THEEMES AND KAMAL BASRA
OPEN Q&A WITH KAMAL AND TRACY
Wednesday, March 16, 2022 – 12pm – 1pm
Still unsure of how this all relates to you or have questions that are keeping you up at night? Here is your opportunity to ask questions around what remains unclear and be part of a dialogue that will inspire, inform and guide you forward.
TAUGHT BY: TRACY THEEMES AND KAMAL BASRA
MOVING FORWARD, MOVING THROUGH
Wednesday, March 9, 2022 – 12pm – 1pm
- The adage “the only way out is through” has never been truer.
- Identify best practices for you to stay on track and adapt to turbulence.
- Learn the skills you need to be financially resilient.
TAUGHT BY: TRACY THEEMES AND KAMAL BASRA
WHAT’S YOUR NUMBER?
Wednesday, March 2, 2022 – 12pm – 1pm
- Discuss the role of numbers in your overall financial strategy—what is relevant and what is not.
- What is enough, and how do you define it?
- Define a path forward that allows you to adapt to change and still stay the course.
TAUGHT BY: TRACY THEEMES AND KAMAL BASRA
FIND YOUR FINANCIAL BALANCE
Wednesday, February 23, 2022 – 12pm – 1pm
- Observe your typical patterns and learn how to distinguish the helpful from the hindering.
- Find the correct role of “future” versus “present”.
- Create your own money credo.
TAUGHT BY: TRACY THEEMES AND KAMAL BASRA
RISK, REWARD AND RETURNS
Wednesday, February 16, 2022 – 12pm – 1pm
- Identify what risk really means.
- Create a personal risk assessment, and understand its implications.
- Learn what current opportunities are disguised in your current situation and how you can reap the rewards of even the weirdest financial circumstances.
TAUGHT BY: TRACY THEEMES AND KAMAL BASRA
CASH FLOW CONNECTIONS SERIES
Wednesday, February 9, 2022 – 12pm – 1pm
Join Tracy and Kamal as they launch their exciting six-part lunch hour webinar series “Cash Flow Connections”. By understanding the practical mechanics of cash flow and investing, combined with self-knowledge, you are better able to create the financial life you have always wanted.
Grab your lunch, and join us for informative, engaging and empowering sessions on reconnecting with your finances!
This is a free webinar series that runs from February 9 through March 16, every Wednesday from 12pm-1pm.
TAUGHT BY: TRACY THEEMES AND KAMAL BASRA
THE POWER OF LETTING GO
Monday, December 6, 2021 – 6:00pm – 8:00pm
In a “culture of urgency”, we can often feel overwhelmed, under supported and perpetually fatigued. How do we balance co-creation and intuition with the challenges of leadership and influence? In this probing discussion, we will address:
- The torment of living in a culture that values speed and winning.
- The paradox of control and letting go in an uncertain world.
- How to cultivate growth and generosity as well as exercise authentic power. Why being a #girlboss might undermine your impact.
TAUGHT BY: JENNIFER ENGLAND, SPARK COACHING
TRANSITIONING THROUGH DIVORCE
Tuesday, November 23, 2021 – 6:00pm – 7:30pm
Divorce can be complex, challenging, and at times overwhelming. Join Tracy Theemes as she moderates this highly informative panel discussion of the emotional, legal and financial aspects of divorce with family lawyer Karen Redmond and divorce coach Sandy Hawkins. They will draw upon their diverse backgrounds and expertise to provide a comprehensive overview of what it means to transition through divorce.
TAUGHT BY: KAREN REDMOND, LLB, BED, BA AND SANDY HAWKINS, MA, RCC, DIVORCE COACH AND CHILD SPECIALIST AND TRACY THEEMES, FINANCIAL ADVISOR, MA, CFP, FCSI, FDS
MARKET UPDATE AND 2022 OUTLOOK
Tuesday, November 9, 2021 – 4:00pm – 5:00pm
In this fireside chat format, our guest speakers will provide an overview of current interest rates, valuation, inflation and economic policy and their impact on major asset classes—bonds, fixed income and currency. They will also discuss the short- and long-term perspectives on portfolio management.
There will be a Q&A session after the presentation, so bring your questions!
TAUGHT BY: NADEEM KASSAM, HEAD OF INVESTMENT STRATEGY, PRIVATE CLIENT GROUP – RAYMOND JAMES AND LUIZ FURLANI, CFA, PHD, ASSOCIATE INVESTMENT STRATEGIST
LIFE ALIGNED
Saturday, October 16, 2021 – 9:30am – 11:00am
It is challenging to get all the elements of our life aligned in harmony. Whether it is in our financial plan, our leadership style or in our personal relationships, the practice of embodied leadership will help us to achieve alignment.
In this dynamic and experiential workshop, you will learn how to:
- Bring together vision (mind), passion (heart) and life-force (body)
- Notice where you fall out of alignment (e.g., doubts, fears, no forward movement)
- Bring yourself back through body-based practices, mindfulness and change of your inner narrative
Leadership Coach Bettina Rothe provides practical tools and practices to help align and integrate change for a non-reactive and conscious way of leading life, one that is embodied and heart-centred.
TAUGHT BY: BETTINA ROTHE, LEADERSHIP COACH
EIGHT PRINCIPLES OF SOUND INVESTING
Wednesday, October 13, 2021 – 6:00pm – 7:15pm
Let’s cut to the chase. What do you need to do to make your money work for you? When can you start, and what should your first step be? These questions and many more will be addressed while exploring eight key investment principles. Whether you are starting out or have been in the market for years, this overview of checks and balances will enable you to develop and assess your strategy and make the necessary adjustments as needed.
In this concise and practical session, you will learn:
- The steps to getting started
- How to apply the eight key principles to your own financial situation
- How to implement best practices for reducing risk and optimizing returns
TAUGHT BY: TRACY THEEMES, FINANCIAL ADVISOR, MA, CFP, FCSI, FDS
WOMEN, WEALTH, WISDOM: WILD IDEAS AND NEW PARADIGMS
Saturday, September 25, 2021 – 9:30am – 11:00am
Money is not a goal—it is a tool. The earth is not our slave but our salvation. Expressing the fullness of our humanity does not mean we need to live in a cave or lead a war. Over the last year and a half, we have learned many lessons about both our vulnerability and our core strengths. Now it is time to practice what we discovered and move forward in our financial, personal and spiritual lives.
In this inspiring and motivating session, Tracy will share what she has learned about the following topics:
- Disruption for Good
- Gentleness and Generosity
- Wealth and Power
- Leading from the Heart
TAUGHT BY: TRACY THEEMES, FINANCIAL ADVISOR, MA, CFP, FCSI, FDS
GOAL SETTING: FACT AND FICTION
Wednesday, September 15, 2021 – 6:00pm – 7:15pm
The world is intent on telling us that success hinges on our ability to set goals and achieve them. Annual employee reviews revolve around them. We raise our kids to strive for them. Our fitness programs are built on them. However, research and life experience paint a different picture. What is the role of goal setting versus “taking life as it comes” or setting intentions? In this dynamic workshop, the pros and cons of being goal-driven will be discussed as well as different kinds of goals and their outcomes. Because when all is said and done, not all goals are created equal.
During this presentation, these are some questions we’ll explore:
- What makes a solid goal?
- How can goals help and hurt you?
- Does motivation solve everything?
- What is a powerful alternative to setting a goal?
TAUGHT BY: IRENE NIZZERO, MA, PCC – EXECUTIVE AND PERSONAL COACH
If you require further information or have any questions about the above workshops, don’t hesitate to call Tracy Theemes at 604-569-2891 or email tracy@sophiafinancial.ca.