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.
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.
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.
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.
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.
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.
Where: Zoom
Karen Redmond was called to the bar in 2004 and has practiced exclusively in the area of family law since 2008. She opened her own firm in 2011 and has been teaching family law at UBC as an adjunct professor since 2014. Karen is a mediator and a member of Collaborative Divorce Vancouver Group having served on the board for 6 years, finishing as board chair in 2017. Karen’s proudest accomplishment is her three daughters, who are all currently pursuing post-secondary education, which may require Karen to remain in the practice of law indefinitely…
Read more about Karen, https://www.redmondlaw.ca/about/
Sandy is a Registered Clinical Counsellor (RCC) with a Master of Arts in Counselling Psychology. She co-founded Concordia Counselling Services in 2008 with her partner, Lindsey Jespersen. Her practice is dedicated to working with adult individuals, couples, adolescents and families with an additional focus on separation and divorce. Sandy has additional training in Family Systems, Narrative Therapy and Gottman Couples Therapy, which allows her to address her clients’ concerns both quickly and completely. She has also completed advanced training in Collaborative Divorce and mediation. Sandy has been involved with Collaborative Divorce Vancouver since 2010 in several capacities as a member, Board Member for 6 years, and Co-Chair of the Board from 2016-18. In her work with Collaborative Divorce, she is both a Divorce Coach and Child/Youth Specialist. In her separation/divorce work, she is part of a team that includes lawyers and financial specialists who create and draft parenting plans for separation agreements. In addition to her education and experience in private practice, she has also worked in clinical settings with Family Services of Greater Vancouver and Pacific Coast Family Institute.
Tracy is a leading authority on the issues facing women in our economic world. She graduated from the University of British Columbia with a Master of Arts in Psychology and experienced firsthand how poverty created long term disadvantage while working with women and families in some of Vancouver’s poorest neighbourhoods.
Tracy started her financial career as a financial consultant with Smith Barney, a US brokerage firm, and later worked with RBC Dominion Securities in Canada. In 2009, she co-founded Sophia Financial Group a full-service advisory firm focused on providing a socially conscious, financial planning and investment management firm on Vancouver’s west side.
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 the 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!
Where: Zoom
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Nadeem has over 10 years of capital market experience, including a wealth of experience supporting the Advisory channel. He previously worked in the Investment Strategy Group at CIBC Wood Gundy, where he co-managed six North American equity-only and balanced strategies with top-quartile performance, helping to grow assets under management in the portfolios to over $3 billion across platforms. Prior to joining Raymond James, Nadeem was a Senior Equity Research Associate at RBC Capital Markets where he covered Canadian Consumer Staple, Discretionary and Industrial companies. Nadeem is a CFA charter holder and has earned his MBA from the York University Schulich School of Business.
Luiz has over 10 years of capital market experience working on both the institutional research and buy-side with firms across North and South America. Luiz previously worked with the Canada Pension Plan Investment Board (CPPIB) where he was responsible for generating economic and financial forecasts for several global markets. Prior to joining CPPIB, Luiz worked at Sicredi Asset Management in Brazil as a Portfolio Manager. In this role, Luiz was responsible for the development and management of the firm’s fixed income mutual funds (AUM over C$10 billion).
