Watch Tracy’s TEDx Talk:
The Truth About Money, Power and a First Date
Who should pay on a first date?
Whether posing this question to seasoned seniors or fresh-eyed millennials, Tracy realized she wasn’t the only one coping with outdated expectations in the realm of money and dating.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.
people fuelling the global #FirstDateBillDebate!
Tracy Theemes Bio
As a trusted financial advisor for over 20 years, Tracy is a long-time champion of financial literacy and equality in both Canada and the United States. 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 founder of the Sophia Wealth Academy financial education platform.
Tracy is a leading authority in financially empowering women. Her passion to create economic equality was ignited early in her career. She graduated from the University of British Columbia with a Master of Arts in Psychology and experienced firsthand how poverty created long term disadvantage for families in Vancouver’s poorest neighbourhoods.
Tracy started her 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 focussed on providing an inclusive financial planning and investment management platform on Vancouver’s west side.
In her career, Tracy has delivered hundreds of educational seminars to audiences of all sizes, including the immensely popular Sophia Wealth Academy annual event that generates thousands of dollars for the Dress for Success charity. Her 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!
Tracy’s award-winning book, The Financially Empowered Woman, has been recognized as a valuable resource for investments and personal finance winning earning both an Axiom Gold Medal and the Bronze Living Now Award. Her podcast, Wise Money Moves is steeped in engaging content and tools for managing money, relationships, and power.
Tracy’s ability to communicate the truth, social context, and psychology of money in an informative and humorous manner makes her a phenomenal choice for motivational event speakers.
Tracy’s Popular Presentation Topics
Discover the five important steps you can take at any stage to create a strong financial plan and achieve your life goals.
Women, Power and Money
Money is the currency of power. Learn effective strategies for overcoming old habits and creating success in life and business.
We Lift as We Climb
Old school leadership paradigms can be shifted by understanding social norms, modifying thinking, and devising innovative healthier approaches.
Negotiation and Communication
Talking about money is always tough both professionally and personally. Learn valuable, proven methods for asking and getting what you want.
Psychology of Money
Empirical research from neurology, psychology and gender sciences will help you be a better financial decision maker.
Women, Love and Money
Social cultural values and unconscious bias can be detrimental to balanced, healthy relationships and financial independence.
Examine your relationship with money from a holistic perspective and learn heart aligned financial planning processes.
Download Tracy’s Speaker Sheet
If you are hungry for a high calibre speaker, financial education, trustworthy financial advice, and an objective, fresh perspective, book Tracy Theemes as your speaker!
Download Tracy’s Speaker Sheet for more details.
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