Resolving Family Disputes Respectfully

Tracy Theemes, Financial Advisor, Financial Planner

Contact Information

BUSINESS NAME:    Sophia Financial Group
ADDRESS: 3762 West 10th Avenue, Vancouver, BC V6R 2G4
PHONE: 604 569 2891
FAX: 604 222 5488
EMAIL: tracy.theemes@raymondjames.ca
WEBSITE: www.sophiafinancial.ca

Areas of Practice

Financial Specialist

Introduction

As a certified financial planner and financial advisor it is my role to advise families on what they currently own, the tax implications of certain kinds of divisions and to explain the long time reprecussions of decisons using projections and planning software. Most importantly, we believe at Sophia that a person's values and objectives should drive the process. We help support authentic conversations about finances to support a family's long term security.