Tracy Theemes

Prior to co-founding Sophia Financial Group in 2009, Tracy Theemes gained valuable international experience with Smith Barney, a US brokerage firm. Tracy is a believer that “we are stronger together than apart” and regularly participates in activities and events that promote and support financial literacy.

Prior to co-founding Sophia Financial Group in 2009, Tracy Theemes gained valuable international experience with Smith Barney, a US brokerage firm. Tracy’s has a Masters degree in Counselling Psychology.

She is a Certified Financial Planner, is 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 founded, then sold, a specialty children’s furnishing company based in the US.

Tracy is a believer that “we are stronger together than apart” and regularly participates in activities and events that promote and support financial literacy.

In this video, Tracy shares some real insight on being good enough (yes you are!). And yes she raps too.

Leave a Reply

Your email address will not be published. Required fields are marked *

Scroll to top