Financial Planning Workshop

“We Lift as We Climb” — Women, Money, and Leadership

Women are taking increasing financial control of Canada’s resources as business owners, income earners and investors. Women initiate 50% of businesses in Canada and we have the largest percentage of female business owners in the industrialised world. Currently, women own 50% of Canada’s assets and it is estimated that by 2019, that number will rise to 70%! What does this mean to us and to our world? How can we use this unprecedented economic opportunity to make deep and lasting social change?

Join us for a lively discussion of women, money and leadership led by Tracy Theemes, MA, CFP, FMA, FCSI, co-founder of Sophia Financial Group, a full-service financial advisory firm that works with high net worth women investors and their families in Vancouver, BC.

Date: Thursday, February 2, 2012

Time: 6:00-9:00 PM

Location: Sophia Financial Group—3762 West 10th Avenue (at Alma Street), Vancouver, V6R 2G4

Fees: Free for SCWIST members / $8 for non-members (collected at the door)

Snacks and refreshments will be provided.

Please RSVP to scwistevents@gmail.com, as space is limited.

Speaker Bio:

Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS. Sophia Financial Group

Prior to co-founding Sophia Financial Group in 2009, Tracy was a financial advisor for a Canadian bank-owned brokerage firm and gained valuable international experience with Smith Barney, a US brokerage firm that dealt with 2/3 of America’s pentamillionaires in their Olympia, WA office. She specialises in addressing the needs of women investors and their families and has delivered hundreds of educational seminars ranging from socially responsible investing to behavioural finance to financial planning for women. She is the founder and lead facilitator for Wealth Academy for Women: Everything a Woman Needs to Know about her Finances in One Day. This event brings the top financial specialists in Vancouver together to provide education directed to women from all walks of life while raising money for Dress for Success. This and other sources of referrals create a day a week of pro bono work for Tracy and her business partner who leverage their networks to access services to financially empower women who may not otherwise have access to high quality advice and mentorship. Tracy’s educational background includes a Masters degree in counselling psychology. Her ongoing research interest is in the area of investor psychology and women and investing. She is a Certified Financial Planner, is insurance licensed and is a Fellow of the Canadian Securities Institute. She is also a Financial Divorce Specialist. Before becoming a financial advisor Tracy spent 10 years in management with an international play equipment company. She wrote a book and travelled around the world advising municipalities and countries on the importance of outdoor play for children. She founded, then sold, a specialty children’s furnishing company based in the US. Tracy is a believer that “we are stronger together than apart” and regularly participates in activities and events that promote and support women’s leadership.

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