Thie C.L. ConveryB.Sc.(Hons.) R.F.P.® CFP® CIM® FMA FCSI®

Wealth Advisor

Thie Convery is a Wealth Advisor at Convery Wealth with IPC Securities Corporation. For over 30 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 CounselThie 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);; CBC Radio; MS Rendezvous magazine.

Community Support & Involvement

President, Dundas Rotary Club

Great Lake Marathon Swimmer to “End Polio Now&rdquo

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)]

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

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 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. As publisher of and columnist for her quarterly newsletter, Wealth Solutions for Life®, Thie contributes her insights and ideas through her articles.