Thie C.L. Convery, B.Sc.(Hons.), R.F.P.®, CFP®, CIM®, FMA, FCSI®, WealthAdvisor

Wealth Solutions For Life®

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Thie Convery is a Wealth Advisor at Convery Wealth with IPC Securities Corporation. For over twenty-five years, Thie has created Wealth Solutions for Life®, for all aspects of her clients’ lives. She helps her clients to actively live, enjoy and experience life. Thie delivers peace of mind and enables clients to spend their time and energy with the people they love and on the things that are most important to them. Thie’s formal education includes a Bachelor of Science degree (B.Sc. Honours) from McMaster University, followed by numerous professional designations and accreditations related to wealth advisory.

Professional Designations & Achievements

  • Registered Financial Planner™ (R.F.P.®)
  • Certified Financial Planner® (CFP®)
  • Chartered Investment Manager (CIM®)
  • Financial Management Advisor (FMA)
  • Fellow of the Canadian Securities Institute (FCSI®)
  • Canadian Securities Course (CSC)
  • Professional Financial Planning Course (PFP)
  • Investment Funds Institute Course (IFIC)
  • Level I & II Life & Disability Insurance licences
  • Member, Financial Advisors Association of Canada (Advocis)
  • Member, Institute of Advanced Financial Planners (IAFP)
  • “Competent Toastmaster” (CTM) certificate from Toastmasters International
  • Awarded, Best Client Experience by Investment Planning Counsel

Thie has been published, profiled and/or quoted in: Investment Executive; CHCH TV; Advisor’s Edge; MoneySense; Hamilton Spectator; Dundas Star News; Loring Ward’s Net Assets; C.A.R.P. newsletter; 102.9 K-Lite-FM Radio (Hamilton); Comm Tech C.U. newsletter; Hamilton Chamber of Commerce’s Panorama; 740 AM Radio (The Earl Warren Show); advisor.ca; CBC Radio; MS Rendezvous magazine.

Community Involvement

  • President, Dundas Rotary Club
  • Great Lake Marathon Swimmer to “End Polio Now”
  • Awarded, Regional Service Award for a Polio-Free World by Rotary Foundation
  • Chair, End Polio Now Campaign, Rotary District 7090
  • Awarded, Steve Meehan Award for Community Service
  • Awarded, Major Donor by Rotary International
  • Three-time Finalist & Awarded, Dundas’ 2014 “Citizen of the Year”
  • Awarded, Avenues of Services Citation by Rotary International
  • Head Coach & Pacer for Marathon Swims [across the English Channel, Catalina Island to
  • California, Lake Ontario, Canadian Triple Crown, US Triple Crown,
  • Muskoka Triple Crown, historic Triple Province (NS to PEI to NB), Lake Tahoe]
  • Volunteer Board Member, Dundas Routes Youth Centre
  • Awarded, Paul Harris Fellowship by Rotary International
  • Foster Parent, Hamilton Children’s Aid Society
  • Member, Paul Harris Society by Rotary International
  • Ontario Champion & Nationally-Ranked Drug-Free Competitive Bodybuilder
  • Multiple Year Nominee & Awarded two Reader’s Choice Awards, Dundas Star News
  • Sunday School Teacher, St. James Anglican Church, Dundas
  • Parade Marshall, Dundas Cactus Festival
  • “Adopt-A- Family” Sponsor, St. Matthew’s House
  • Dundas Host, Brazilian and Austrian High School Exchange Students
  • Delegate, Team Canada at World Bodybuilding Championships in Spain
  • Volunteer Driver, Dundas Senior Citizens
  • “Big Brother” to a disadvantaged young boy, Big Brothers & Sisters
  • Dundas Division Chair, Hamilton Chamber of Commerce
  • Volunteer Hike Co-Ordinator, Dundas CNIB Residents
  • 80+ blood donations, Canadian Blood Services
  • Columnist (“Present Moment”), Dundas Star News
  • “Canadian Millennium Partnership Committee” for the Town of Dundas
  • “Bikeways Committee” for the Town of Dundas
  • Performer/Actor, Dundas Little Theatre
  • Volunteer, “H-W Regional Advisory Committee on Services for Seniors”
  • Volunteer, “International Year of Older Persons Sub-Committee”

Thie is also the author of Wealth Solutions for Life®,– The 7 Questions You Must Ask Before You Hire a Financial Advisor and a co-author of Success Today: Common Sense but Uncommon Knowledge from Today's Leading Entrepreneurs and Professionals to Help You Lead an Extraordinary Life of Health, Wealth and Success.

As publisher of and columnist for her quarterly newsletter, Wealth Solutions for Life®, Thie contributes her insights and ideas through her articles. Thie is also a “present moment living” advocate and director of Present Moment Enterprises. In her community, social, personal and professional activities, Thie promotes living in the present moment.
 

Insurance products available through Thie C.L. Convery.