Coastal Community Private Wealth Group
Developing strong community and client relationships is at the heart of everything Tracy does. With over 25 years of investment industry experience, Tracy brings deep understanding and expertise to the Financial Consultant role. Tracy has a talent for ensuring a smooth and effective process for our client interactions. Securities licensed, Tracy is responsible for all elements of your client experience with the licensing and knowledge to consistently exceed expectations. Tracy achieved her professional financial planning designation in 2000, giving her a strong foundation from which to help the team’s clients achieve their wealth management goals. Tracy loves to use her creativity organizing memorable client events, creating a differentiated client experience with our firm.
Over the years Tracy has been a valued part of the Comox Valley community, giving back through a variety of volunteer commitments. Most recently managing a boys soccer team, supporting the Mount Washington Freestyle Ski Club and the BC Bike Race.
When not at the office, she can be found outside, skiing, mountain biking, and running. Known for a friendly competitive streak, Tracy has also competed in several half marathons. Tracy loves to share experiences with her family, including her husband and her two sons, enjoying all the Comox Valley has to offer.
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc.(CCFMI), offering financial planning, life insurance and investments. CCFMI is a licensed life insurance agency and a wholly-owned subsidiary of Coastal Community Credit Union.