"On October 3, 2012 VancouverMom.ca teamed up with our friends at Modern Mama and Entrepreneur Mom Now Vancouver to present Leading Moms. The day was full of inspiration, as we highlighted moms who are difference-makers in a variety of fields, from fashion to politics to business to the arts to science, and a whole lot more."
Prior to co-founding Sophia Financial, Raymond James* Group in 2009, Tracy worked as a financial consultant with Smith Barney, a US brokerage firm and, after returning to Canada, was an advisor with a large bank-owned investment firm. Sophia Financial Group is a full service investment advisory and financial planning firm in Vancouver, BC with a special expertise in the economic issues facing women investors.
Tracy Theemes has an M.A. in Counselling Psychology. She is a Certified Financial Planner, insurance licensed, and is a Fellow of the Canadian Securities Institute. She is also a Financial Divorce Specialist. Before becoming a financial advisor, Tracy spent 10 years in management with an international play equipment company. She also founded, then sold, a specialty children’s furnishing company based in the US.
Tracy was recently nominated for the YWCA Women of Distinction award for Education and the Association for Women in Finance award for Excellence in Business. She was just awarded the International Alliance of Women Global 100 Award for her work in empowering women through education. Her book “The Financially Empowered Woman: Everything you want to know about your money” was recently published and won the Bronze prize for the ‘Living Now Awards’ for finance and economics and the Axiom Gold Medal in the category of personal finance.
*Views expressed on this website are the current opinion of the author, but not necessarily those of Raymond James Ltd. The author’s opinions are subject to change without notice. The content is for educational purposes and does not constitute a solicitation nor an offer to sell or offer to buy securities.