Why I Love What I Do

My journey began over 30 years ago, while working in financial services when I recognized that financial planning and wealth management are areas of expertise that most members could benefit from. I am intellectually curious and always strive to enhance my knowledge so I can continue to offer trusted advice to my clients.

Recommendations are rarely made in isolation; rather I take a holistic approach to ensure consideration is given to a client’s entire financial and personal situation, from their taxes to their estate wishes. The relationship I share with my clients rewards me every day. I genuinely care about my clients and strive to inspire and empower them with respect to their finances and overall financial well-being.

Giving Back to Our Community

I feel that volunteerism is an important part of living in our community. My husband and I are very involved in our children’s sports and extracurricular activities; from coaching, to cheering them on, to supporting them with various fundraising opportunities. Through our involvement with sport I recognize that many of the opportunities available to our children are possible because of our great community and for this reason I give back when I’m able.

More About Tracy

The Sunshine Coast is a beautiful area where my husband and I have enjoyed raising our three amazing sons. When I’m not at the rink, the baseball field or the soccer pitch, you might find me out on our boat, fishing in the creek, camping at the lake, kayaking in the bay or walking our family dog in one of our many forest trails.