Videos, podcasts, news updates and more. You’ll find we like to keep our clients and friends informed about what’s happening in the world and how it may impact the markets, financial plans and portfolios. There is a lot of excellent information here, but if you have a question that isn’t answered here or via our FAQ page, just drop a line or give us a call. Someone will be happy to assist.
Tracy has been in the financial industry since 1997. She left a role in compliance to join the team in 2013. This provided her with the opportunity to focus on the part of the industry she loves the most – client relationships. She believes that trust is the foundation of all great relationships and is committed to ensuring that each client interaction is an opportunity to continue building on that foundation.
Tracy brings her wealth of knowledge to our client’s everyday whether it’s by answering an email or researching a complex issue she strives to deliver an answer, accurately and promptly. Her dedication to the details ensures that all of our client’s information is up to date so we can provide better informed opinions to our clients.
Tracy loves a good book and watching her daughter play soccer year round. Tracy and her husband Rob enjoy spending time a their cottage on the Bay of Fundy and walking their Lab Olly.
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