Past Events
Browse our range of successful past educational events
Our past events were highly successful in providing women with education in 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.
NEW – Paradigms of Retirement (Part 2)
Wednesday, 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 2 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 our 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
via Zoom
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.
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 1 of their new 2-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 our 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
via Zoom
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.
Open Q&A With Kamal and Tracy
Wednesday, March 16, 2022 – 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
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.
Moving Forward, Moving Through
Wednesday, March 9, 2022 – 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
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.
What’s Your Number?
Wednesday, March 2, 2022 – 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
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.
Find Your Financial Balance
Wednesday, February 23, 2022 – 12pm – 1pm
Week 3
- 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
Where: Zoom
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.
Risk, Reward and Returns
Wednesday, February 16, 2022 – 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
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.
Managing Money in Changing Times
Wednesday, February 9, 2022 – 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
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.
NEW – 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, we are better able to create the financial life we 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. Your registration link will grant you access to all sessions.
Learn more about the topics covered on our Cash Flow Connections page.
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.
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, generosity, and exercise authentic power. Why being a #girlboss might undermine your impact.
Where: Zoom
Jennifer England, founder of Spark Coaching and Consulting, has been a senior executive and non-profit leader for over two decades, widely recognized for her ability to influence systems change in the field of gender equality, justice, Indigenous rights, and wellness.
After graduating from Queen’s University, she assisted with climate change research on an Ellesmere Island, to fund travel and volunteer work in Central America. Pursuing further academic work with Dr. Gerry Pratt—a blend of feminist theory and action research—she took a scholarship Master’s Degree in Geography at the University of British Columbia.
Taking a break from academia, Jennifer was the Program Coordinator for the largest women’s centre in Western Canada in Vancouver’s Downtown Eastside, supporting its expansion as a progressive, low-barrier space.
A short summer later, she was offered the Director of the Women’s Directorate for the Government of Yukon leading a growing team to increase funding to non-profit organizations, new social housing builds, LGBTQ2S+ legislation and innovations for victims of sexualized violence over 15 years.
During this time, she pursued her Master level certification from Integral Coaching Canada™, one of the world’s leading accredited coaching schools. In 2019, she became a full-time leadership strategist and coach with her company, Spark Coaching + Consulting. She is the lead coach and teacher of Becoming, host of the Weave podcast, and collaborative leader with BraveSpark- the Wild Topography of Leadership.
Learn more about Jennifer England on her website Spark Coaching + Consulting.
