Focus on Your Future #2

 Events, Focus on Your Future, Issues of Interest, NV/WV  Comments Off on Focus on Your Future #2
Jan 092013
 

CFUW North Vancouver and CFUW West Vancouver  click here for the poster.

Session 2 FOCUS ON YOUR FUTURE
Financial Well Being

Wednesday, January 23, 2013
The Summerhill, 135 West 15th Street, NV.

Women, Money and Financial Wellness

Women are taking increasing financial control of Canada’s resources as business owners, income earners and investors. Women initiate 50% of businesses in Canada and we have the largest percentage of female business owners in the industrialized world. Currently, women own 50% of Canada’s assets and it is estimated that by 2019, women will control 70% of this country’s assets! Author Tom Peters labelled this trend, a “demographic tsunami”.

And yet, the financial services industry continues to ignore the obvious fact that women need a different approach at all stages of financial servicing because:

  •  our life circumstances are different
  • we think differently about money
  • we learn in specific ways
  • we communicate differently

In this lively discussion of women, money and financial wellness we looked at the research and our own experiences to create a template for financial wellness that is both inspiring and practical.

Tracy Theemes   Our speaker/facilitator was Tracy Theemes, Financial Advisor, MA, CFP, FCSI, FDS  of the Sophia Financial Group

Prior to co-founding Sophia Financial Group in 2009, Tracy 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 was recently nominated for the YWCA Women of Distinction award for Education and the Association for Women in Finance award for Excellence in Business.