As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Since 1998, Tracy has established her financial planning practice in Moose Jaw, Saskatchewan. With over 20 years experience in the financial service industry, Tracy's depth of knowledge enables her to provide clear solutions for her clients when planning their financial future.
Tracy is a Certified Financial Planner with a focus on issues relating to families, individuals, widowers and divorcees.
Tracy holds periodic seminars or workshop and welcomes the opportunity to speak at events to share her knowledge and expertise.
The Rotary Club of Moose Jaw Wakamow honored Tracy with the "Outstanding Leadership in the Community" business award in the Spring of 2010.
Tracy received a nomination for the Better Business Bureau of Saskatchewan Inc. 2015 Torch Awards for Ethics. This nomination recognizes professionals of ethical decision-making, and ethics in business while making a positive impact in our communities. Spotlighting actions of businesses that display ethical leadership either through ongoing social responsibility or the value-based resolution of a specific dilemma.
Tracy takes a holistic approach, considering both an individual’s past financial experience and a snap shot of where they are today.
In a welcoming environment, Tracy explores family, personal and professional goals to provide a financial guideline for her client's future.
Tracy asks, "Let's take a look at where you are heading."
As client service is of the utmost importance, Tracy would like to introduce her Income Tax Preparer: Jennifer Charters.
Jennifer has many years of working in an environment that required great organization and attention to detail. Jennifer has worked alongside Tracy for the past 4 years.
Jennifer is available for your personal income tax services. You will find Jennifer to be very thorough and friendly to deal with.
