WEALTH UNIVERSITY IN A DAY

WEALTH UNIVERSITY In a Day Faculty Bios

Tracy Theemes, MA, CFP, FMA, FCSI, FDS
Financial Advisor, Sophia Financial Group, Raymond James
Prior to co-founding Sophia Financial Group, Tracy was a financial advisor for a Canadian brokerage firm and gained valuable international experience with Smith Barney in their Olympia , WA office. She has delivered hundreds of educational seminars for women in the US and Canada . Tracy holds a Masters degree in Counselling Psychology and her ongoing research interest is in the area of the psychology of money and women as investors. She is a Certified Financial Planner, is insurance licensed, a Financial Divorce Specialist and is a Fellow of the Canadian Securities Institute. www.sophiafinancial.ca

Kamal Basra , BA, CFP, FMA, FCSI
Financial Advisor, Sophia Financial Group, Raymond James
Kamal Basra is a Financial Advisor and co-founder of Sophia Financial Group, Raymond James. She has been providing comprehensive investment planning services to her clients for the past 13 years. Through workshops, seminars, and one-on-one meetings she helps women and their families create, manage, and preserve their wealth so they can build solid financial foundations, reach their unique goals and dreams, and effect positive change within their communities. She is a mentor for the Women in Leadership's Mentorship program, is a graduate of the Canadian Women Voter's Congress Campaign School and is the Treasurer for Canoe Kayak BC. www.sophiafinancial.ca

Carrie Gallant, BA, LLB
Speaker and Consultant, Gallant Solutions Inc.
Carrie devoted ten years of her early career to the Ontario Pay Equity Commission, first as a mediator-adjudicator, then as Chief Legal Counsel. Carrie's passion is empowering women to create positive change in their worlds through mastering the art of negotiating and influencing, authentically and with integrity. Carrie continues to provide keynote speaking, training, mediation, facilitation, coaching and negotiation consulting services to a wide variety of private and public sector organizations, both nationally and internationally with her consulting firm, Gallant Solutions Inc. Carrie is also an adjunct professor at the University of British Columbia, Faculty of Law. www.gallantsolutionsinc.com


Corrine Schindler
Mobile Mortgage Specialist, RBC
With 25 years of experience in financial services as well as 15 years in the real estate industry, Corrine has helped thousands of homebuyers achieve their goals. Her educational background includes a Fellowship of the ICB from ICB, Personal Financial Counselling, Investment Funds in Canada , and Personal Financial Planning. Corrine's philosophy is to help homebuyers customize their mortgage so that it fits both their current financial situation and their long-term goals. https://mortgage.rbc.com/corinne.schindler/  

Sheila Walkington, CFP
Money Coach and Certified Financial Planner, Money Matters
Co-Founder, The Women's Financial Learning Centre
With over 18 years of experience in the banking and financial industry, Sheila brings a wealth of knowledge to her Money Coaching practice. After nine years as a Financial Planner, Sheila sold her practice at Assante Wealth Management four years ago to start her own business - Money Matters. With a passion for educating women about money, Sheila also co-founded the Women's Financial Learning Centre - a new venture designed to educate women about money through workshops and seminars. www.womensfinanciallearning.ca; www.moneyreallymatters.ca

Marlene Delanghe, M.Ed.
Principal, Career Solutions
Since 1989, Marlene Delanghe has assisted up and coming, high potential individuals discover, establish and manage their careers from graduation to retirement. Her services range from career assessment, identifying positive career targets and best employers to creating a proactive job search that includes a powerful resume, polished interview skills and a focused strategy to get work. Her credentials include a Master's degree in Psychology and an undergraduate degree in Business Administration. Marlene is also a member of BC Human Resource Management Association and serves on the Steering Committee of the Minerva Foundation. www.career-solutions.ca

Lana Gilbertson, Vice-President, Advisory Services
Insolvency and Restructuring, Meyers Norris Penny, Limited
For over 10 years, Lana has assisted countless people to resolve their debt problems by providing specialized counselling and advice. Lana holds a BA from UBC and earned her Chartered Insolvency and Restructuring (CIRP) designation in 2006. She has been a Registered Qualified Insolvency Counsellor since 2002 and is a licensed Trustee in Bankruptcy. Committed to her profession and community, Lana is a Director with the British Columbia Association of Insolvency and Restructuring Professionals, and a Mentor with the Advancing Women Leaders Program of the Women in Leadership Program. She also has facilitated numerous seminars and presentations on debt, credit and insolvency to non-profit organizations, community associations and school-aged children. www.mnpdebt.ca

Click here to register online or call the front desk at 604-257-8195.

Click here to register online or call the front desk at 604-257-8195.