Thie C.L. Convery, B.Sc.(Hons.) R.F.P.® CFP® CIM® FMA FCSI®
Wealth AdvisorThie 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); advisor.ca; 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.