Spoken languages : English
Tracy is an Investment Associate with over 13 years’ experience in the banking and investment industries and has been supporting Bryan for over 8 years.
Upon graduating, I continued to pursue my investment industry education by successfully completing the CSC and CPH designation and recently the Wealth Management Essential’s course.
Dedicated to excellence in client service, I act as the Team's principal advisor on all administrative procedures and requirements. I play a vital role in the daily servicing of clients' needs, fulfilling a variety of requests and acting as a liaison with all the Firm's operational departments.
When not in the office, Tracy spends her time skiing, playing hockey and being a mother to her two young children.