Book Tracy as Your Event Speaker
Tracy Theemes — Canada’s Popular Motivational Speaker
Known as one of Canada’s most popular motivational keynote speakers, Tracy Theemes is the leading authority in educating and empowering people in their relationship to money. With her extensive knowledge, humour and grace, Tracy has enthusiastically delivered hundreds of educational talks to audiences of all sizes.
As a financial advisor for over 20 years, with an educational background in psychology, Tracy is a long-time champion of financial literacy and economic empowerment. Co-founder of Sophia Financial Group, Raymond James Ltd, she provides investment advisory services to high net worth clients, devotes a day each week to pro bono clients, and is the co-founder of Sophia Wealth Academy financial education platform.
“Tracy is a dynamo; a powerful speaker who will not rest until women have the tools and awareness for financial empowerment regardless of where they are on the learning continuum…”
Marlene D, Career Solutions
Tracy Theemes’ TEDx Talk — The Truth About Money, Power and a First Date
Tracy’s most recent TEDx Talk, The Truth about Money, Power and a First Date produced over 50,000 views upon public release and continues to fuel the global #firstdatebilldebate! Who should pay on a first date? Whether posing this question to seasoned seniors or fresh-eyed millennials, Financial Advisor, Tracy Theemes realized she wasn’t the only one coping with outdated expectations in the realm of money and dating. There is a world of contradiction between what we think we believe about economic equality and what we actually do in a romantic situation. Listen to Tracy’s humorous and illuminating talk to learn how to successfully navigate love and first date finance. Tracy Theemes challenges the status quo and fights for what is fair in managing money, relationships and power!
Tracy’s Popular Financial Talk Topics
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Women, Power and Money (+)
Money is the currency of power. Learn effective strategies for overcoming old habits and creating success in life and business.
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We Lift as We Climb (+)
Old school leadership paradigms can be shifted by understanding social norms, modifying thinking, and devising innovative healthier approaches.
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Negotiation and Communication (+)
Talking about money is always tough both professionally and personally. Learn valuable, proven methods to asking and getting what you want.
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Psychology of Money (+)
Empirical research from neurology, psychology and gender sciences will help you be a better financial decision maker.
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Women, Love and Money (+)
Social cultural values and unconscious bias can be detrimental to balanced, healthy relationships and financial security.
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Financial Wellness (+)
Discover the five important steps you can take at any stage to create a strong financial plan and achieve your life goals.
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Money Mindfulness (+)
Examine your relationship with money from a holistic perspective and learn heart aligned financial planning processes.
WOMEN, POWER AND MONEY Money is the currency of modern life. And in this world, whoever has the money, has the power. Women are taking increasing financial control and leadership as business owners, income earners and investors. Yet for many, money is also a source of anxiety, irritation, ignorance and even, shame. In this talk, you will learn the unique challenges and opportunities women face regarding their financial conditioning and the changing economic context in which we lead and live.
KEY TALK TAKEAWAYS:
- Understand the 5 key factors that affect your relationship with money and power.
- Learn strategies for overcoming old habits and maximizing economic power.
- Discover new tools for increasing your confidence and using financial strength for good.
IDEAL AUDIENCE: Managers, professionals, achievement driven young leaders and aspiring leaders.
WE LIFT AS WE CLIMB Women often charge less, work longer hours for lower pay and are frequently overburdened by conflicting role expectations between home and work. In this talk, Tracy shares why women need a different approach to both financial planning and career management. Old school leadership paradigms can be shifted by understanding social norms, modifying thinking, and devising innovative healthier approaches.
KEY TALK TAKEAWAYS:
- Learn the 3 impediments we must overcome to create personal and societal change.
- Discover the 5 steps each one of us can take right now to move ahead.
- Know the 8 common limiting beliefs about wealth and how to overcome them.
IDEAL AUDIENCE: Women leaders, aspiring leaders, managers and young female professionals and anyone managing a career and professionals.
NEGOTIATION AND COMMUNICATION Talking about money is always tough both professionally and personally. But learning to address this thorny subject is essential to self-realization, business leadership success and an independently lived life. This talk draws on conflict resolution theory, negotiation research and life experience to help create strategies to initiate and manage difficult conversations.
KEY TALK TAKEAWAYS:
- Discover valuable, proven methods for asking and getting what you want.
- Learn 7 key phrases and framing tactics to facilitate productive conversations and increase effectiveness in a negotiation.
- Practice having difficult discussions that promote cooperation and reduce conflict.
IDEAL AUDIENCE: Can be customized to any gender, age, and stage of financial literacy and circumstance.
PSYCHOLOGY OF MONEY When it comes to our behaviour about money, nothing is really as it seems. This very popular talk utilizes empirical research from neurology, psychology and gender sciences that has opened a new world of knowledge that can fundamentally and positively change your actions regarding your investments and financial decision making.
KEY TALK TAKEAWAYS:
- De-bunk the 7 prosperity myths.
- Learn the basic principles of behavioral financial and their consequences in your personal financial life.
- Develop an architecture for making clear-minded decisions.
IDEAL AUDIENCE: Appropriate for an audience regardless of gender mix, age, or financial circumstance. Can be tailored to a predominantly female audience.
WOMEN, LOVE AND MONEY Confusion about women’s roles and implicit but unexpressed expectations can cast a shadow of anxiety over every area of our personal and professional lives. This talk looks with fresh, candid, eyes at the social cultural values and personal beliefs that affect women’s financial behaviour in relationships.
KEY TALK TAKEAWAYS:
- Learn how to break free of your limiting ideas and beliefs.
- Understand how and why you are making decisions and what you can do to take back control of your life.
- Develop a toolbox of wisdom to help guide you to be true to yourself and your needs while honouring your independence, autonomy and need for freedom and love.
IDEAL AUDIENCE: Women leaders, managers, and professionals (or those aspiring to be). Any audience interested in learning the financial consequences of our relational promises on our financial lives.
FINANCIAL WELLNESS Developing a sound financial plan is essential in a world of media overload, conflicting advice, and short-term thinking. In Tracy’s “Financial Wellness” talk, audience members of any age and stage in life learn how to take a step forward economically. There is a fundamental architecture for financial planning that can be used in most life situations to assist us to make sound decisions.
KEY TALK TAKEAWAYS:
- Learn the 5 important steps to take at any stage to create a strong financial plan to achieve your life goals.
- Discover the 3 key factors that affect your relationship with money.
- Receive investment management strategies that will secure your long-term goals.
IDEAL AUDIENCE: Appropriate for any audience regardless of gender mix, age, or financial circumstance.
MONEY MINDFULNESS Money and our relationship with it IS complicated. It can be a source of anxiety, confusion, and fear for many. If our thoughts and feelings are unacknowledged and unaligned, we will never feel the confidence or experience the financial peace of mind that is possible. This talk examines your relationship with money from a holistic perspective and teaches heart aligned financial planning processes.
KEY TALK TAKEAWAYS:
- Learn the highly empowering concept of “enough”.
- Discover heart aligned planning principles and develop a healthy personal economic theology.
- Experience habits of mindfulness and their application to your personal and professional life.
IDEAL AUDIENCE: Audience willing to look at themselves and their actions. This talk is appropriate for all stages and ages of life.
Download Tracy’s Speaker Sheet
Download Tracy’s Speaker Sheet to share with your event team organizers and to learn how she can help to make your event successful.
“Wow you knocked it out of the ballpark today. You had everyone on the edge of their seat for the whole session. I can’t tell you how lucky we are to have you share your formidable intellect, humour and ideas with us on a regular basis. How lucky are we!”
DANNA M., PROGRAM
DIRECTOR, THE MINERVA
FOUNDATION FOR BC WOMEN