Meet our Team
Tracey has been working with clients to help them improve their Financial and Estate plans since she started in the industry in 1997. Tracey completed her investment funds course and insurance licensing in 1998. She became a Branch Manager in 2001, completed her Certified Financial Planner in 2005 and most recently completed her Elder Planning Counselor designation in 2007.
Tracey was born and raised in Victoria. She is a member of both Advocis and the Financial Planners Standards Council. While actively involved in her children’s education as president of her local Parents Advisory Committee she is dedicated to providing her family and others the information they need to make informed financial decisions.
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