Cash Flow Connections Series

Join Financial Advisors and Co-Founders of Sophia Financial Group and Sophia Wealth Academy, Tracy Theemes and Kamal Basra, in their exciting new six-part lunch hour webinar series.

Money is the currency of modern life. We cannot NOT have a relationship with it. Our job is to make it a friendly, positive and lucrative relationship. By understanding the practical mechanics of cash flow and investing, combined with self-knowledge, we are better able to create the financial life we have always wanted. Learn how your daily spending habits affect your long-term financial outcomes. Understand how money really works in your life. Then, with new tools and resources, you can be the boss of your money and not the other way around! 

This is a free six-part live webinar series that runs from October 20 through November 24, every Wednesday from 12pm-1pm. Your registration link will grant you access to all sessions. Grab your lunch and join Tracy and Kamal for informative, engaging, and empowering sessions on reconnecting with your finances!

REGISTER FOR ALL SESSIONS NOW!

Managing Money in Changing Times

Wednesday, October 20, 2021 – 12pm – 1pm

Week 1

  • How do we establish a “new normal” in a shifting job and economic environment?
  • What is cash flow and what is its connection to your long-term goals?
  • Learn new ways to adjust, plan and succeed even in the midst of change.

Where: Zoom

Register Now

As trusted financial advisors for over 20 years, Tracy Theemes and Kamal Basra are long-time champions of financial literacy and equality in Canada. Co-founders of Sophia Financial Group, Raymond James Ltd, they provide investment advisory services to high net worth clients, devote a day each week to pro bono clients, and are the founders of the Sophia Wealth Academy financial education platform.

Learn more about Tracy.

Learn more about Kamal.

Risk, Reward and Returns

Wednesday, October 27, 2021 – 12pm – 1pm

Week 2

  • 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.

Where: Zoom

Register Now

As trusted financial advisors for over 20 years, Tracy Theemes and Kamal Basra are long-time champions of financial literacy and equality in Canada. Co-founders of Sophia Financial Group, Raymond James Ltd, they provide investment advisory services to high net worth clients, devote a day each week to pro bono clients, and are the founders of the Sophia Wealth Academy financial education platform.

Learn more about Tracy.

Learn more about Kamal.

Find Your Financial Balance

Wednesday, November 3, 2021 – 12pm – 1pm

Week 3

  • 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.

Where: Zoom

Register Now

As trusted financial advisors for over 20 years, Tracy Theemes and Kamal Basra are long-time champions of financial literacy and equality in Canada. Co-founders of Sophia Financial Group, Raymond James Ltd, they provide investment advisory services to high net worth clients, devote a day each week to pro bono clients, and are the founders of the Sophia Wealth Academy financial education platform.

Learn more about Tracy.

Learn more about Kamal.

What’s Your Number?

Wednesday, November 10, 2021 – 12pm – 1pm

Week 4

  • 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.

Where: Zoom

Register Now

As trusted financial advisors for over 20 years, Tracy Theemes and Kamal Basra are long-time champions of financial literacy and equality in Canada. Co-founders of Sophia Financial Group, Raymond James Ltd, they provide investment advisory services to high net worth clients, devote a day each week to pro bono clients, and are the founders of the Sophia Wealth Academy financial education platform.

Learn more about Tracy.

Learn more about Kamal.

Moving Forward, Moving Through

Wednesday, November 17, 2021 – 12pm – 1pm

Week 5

  • 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.

Where: Zoom

Register Now

As trusted financial advisors for over 20 years, Tracy Theemes and Kamal Basra are long-time champions of financial literacy and equality in Canada. Co-founders of Sophia Financial Group, Raymond James Ltd, they provide investment advisory services to high net worth clients, devote a day each week to pro bono clients, and are the founders of the Sophia Wealth Academy financial education platform.

Learn more about Tracy.

Learn more about Kamal.

Open Q&A With Kamal and Tracy

Wednesday, November 24, 2021 – 12pm – 1pm

Week 6 (final session)

  • 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 those questions around what remains unclear and be part of a dialogue that will inspire, inform and guide you forward.

Where: Zoom

Register Now

As trusted financial advisors for over 20 years, Tracy Theemes and Kamal Basra are long-time champions of financial literacy and equality in Canada. Co-founders of Sophia Financial Group, Raymond James Ltd, they provide investment advisory services to high net worth clients, devote a day each week to pro bono clients, and are the founders of the Sophia Wealth Academy financial education platform.

Learn more about Tracy.

Learn more about Kamal.