Author: Tracy Theemes

Financial Planning

| Financial Planning

When I started my career at Smith Barney in the US, “back in the day,” people with surplus funds engaged a stockbroker to buy and sell securities on their behalf. This relationship was primarily transactional (with a few liquid lunches thrown in for good measure). Stockbrokers were paid by commission, and each buy or sell ...

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Sophia Financial Group is Hiring

| Financial Planning, Personal Financial Stories

As we continue to thrive and expand, the Sophia team requires exceptional people to uphold our high standards for client care and our commitment to equality, inclusion, and community service. We are seeking a Financial Advisor Assistant with superior written and oral communication skills, meticulous attention to detail, and a friendly attitude. They must have ...

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What’s Next

| Financial Planning, Tools, Talks & Resources

What’s next? On one hand I want to say, “who the heck knows!?”. But on the other hand, I do know some things. Beginning in February, Kamal and I are going to deliver a six-part lunch hour workshop series called Cash Flow Connections, focusing on the connections that need to be made between knowledge, behaviour ...

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