Financial Advisor Tracy Theemes has delivered hundreds of educational seminars ranging from socially responsible investing to behavioural finance to financial planning foundations for families. She is the founder and facilitator of the popular Sophia Wealth Academy: Everything a Woman Wants to Know in a Day about her Finances. She's even written a book, “The Financially Empowered Woman” We always love chatting with Tracy!
Originally recorded on: April 1, 2022
Here's some of the resources we mentioned in our conversation with Tracy:
- Q Trade
- McGill Personal Finance Essentials (free course!!)
- sophiawealthacademy.com - chock full of resources, tools and book suggestions.
- Tracy's book “The Financially Empowered Woman” can be ordered by emailing Tracy. It is a solid foundational overview of the basics as well as the psychology of finance for women.
- You can email Tracy at tracy@sophiafinancial.ca if you have a particularly pesky question that needs answering!