Tracy is an Associate Wealth Advisor and Certified Financial Planner (CFP®). Tracy provides specialized guidance for those individuals in the "Sandwich Generation" who support both aging parents and their own children.
Driven by a desire to help clients protect their assets and loved ones, she has extensive experience in life and living benefits insurance. Since starting her career in 2008, Tracy has made a significant impact on the lives of her clients, by providing them with financial peace of mind and the confidence to navigate life's uncertainties. Her approach and commitment to personalized service has earned her a loyal clientele who value her expertise, professionalism, and genuine care for their financial well-being.
To further enhance her expertise, Tracy is currently pursuing a Chartered Investment Manager (CIM®) designation, and a Chartered Life Underwriter (CLU) designation.
Tracy enjoys spending time with her husband, and playing sports with her two sons. She loves spending time at the beach, cooking and gardening.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.