Sophia Financial Group co-founders, Tracy Theemes and Kamal Basra, specialize in providing comprehensive financial planning and wealth management services to high net worth clients. We are Certified Financial Planners, Financial Divorce specialists and fully life insurance licensed to meet all your needs.
After understanding your circumstances, values, and goals, we prepare an investment strategy that is personalized to achieve the goals you want. Working with other specialists such as accountants and lawyers, we create a team around you that ensures all your financial planning needs are addressed and your financial future is secure.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- Manitoba
- Ontario