Address525 8 Ave SW
Calgary, AB T2P1G1
My BackgroundTracy takes a holistic goals-based approach to providing tailored comprehensive financial planning and wealth management to each client's specific needs and goals. She brings over 10 years of financial services and investment experience to her clients. Her dedication to her clients and the achievement of their financial goals has earned her their respect and trust. Tracy holds a Bachelor of Engineering (First Class Honours) from University of Birmingham, and a Master of Science (M.Sc.) in Engineering from University of Alberta. A firm believer in lifelong learning, she obtained the Certified Financial Planner (CFP®) - most widely recognized financial planning designation in Canada and throughout the world, and Chartered Investment Manager (CIM®) designations – recognized credential for investment manager. Tracy is committed to the highest standards for advanced education, ethics and professional conduct. Tracy is fluent in English and Cantonese.
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.