SOPHIA WEALTH ACADEMY - Key Persons
Job Titles:
- Executive Lead of Member Experience and Community Engagement at Vancity. BIV Top 40 under 40. Founding Team Member and VP of Chrysalix Energy
Job Titles:
- Senior Mediator, Attorney General 's Mediation Roster. Masters Degree, Conflict Resolution. Instructor, Justice Institute and Vancouver Island University
Tracy is a leading authority on the issues facing women in our economic world. She graduated from the University of British Columbia with a Master of Arts in Psychology and experienced firsthand how poverty created long term disadvantage while working with women and families in some of Vancouver's poorest neighbourhoods.
Tracy started her financial career as a financial consultant with Smith Barney, a US brokerage firm, and later worked with RBC Dominion Securities in Canada. In 2009, she co-founded Sophia Financial Group a full-service advisory firm focused on providing a socially conscious, financial planning and investment management firm on Vancouver's west side.
Dr Marshall Soules
Ph. D in Performance Studies. Founder and chair of the Media Studies Department at Vancouver Island University. Mediator and conflict resolution trainer. Author.
http://mediastudies.viu.ca/marshall-soules/
Breakout Session: Talking about the Hard Stuff (with Donna Soules)
Job Titles:
- Co - Founder, Money Coaches Canada and the Women 's Financial Learning Centre. Certified Financial Planner. Co - Author, 7 Stages of Financial Well - Being®
Job Titles:
- Co - Founder, Money Coaches Canada and the Women 's Financial Learning Centre. Certified Financial Planner. Co - Author, 7 Stages of Financial Well - Being®