We are thrilled to have Tracy McClure, a Chartered Professional Accountant and Certified Financial Planner, back on our team at Marche Wealth Management. Tracy was a key member of our team during our time at BMO.
For 20 years in the middle of her career, Tracy was a translator – of a sort. She worked in the learning and development group at a major bank, driving the design and development of training programs for wealth management businesses. It involved translating business needs into language that the developers could understand, and vice versa.
Those translation skills could not be more crucial as she again joins us to create Canada’s best financial plans – translating clients’ hopes and dreams into a comprehensive, and comforting, view of their future.
As Tracy says, “I’m 60 now, and I’ve had a long career as a financial planner both before and after that learning role. I have always loved – loved – putting together a plan that clarifies for a client what their finances will look like in the years to come. Clients provide the information, and I consolidate it and make projections in a way that makes it easy for them to understand, which allows them to make decisions.”
Easy for them to understand. Uncomplicated, as our brand foundation promises. Allowing, as Tracy puts it, “any anxiety they may have had to just float away.”
Tracy describes herself as a relationship person. As someone who makes friends wherever she goes. For her, the relationship side of the business is so much fun: “I get tremendous satisfaction from really getting to know clients and finding out what's important to them, both in their careers and personal lives. It’s kind of unusual for a CPA,” (she says with a smile) “but I love getting to know people.”
Having worked with Tyler and his team in the past, Tracy fully understands his emphasis on supporting families with multigenerational planning. Herself the member of a very close-knit family, she describes the opportunity to work with multiple generations very simply: as a “gift.”
Other gifts? Dahlias. And music. In her personal time, Tracy grows the former at the eco-property she owns north of Whitby with her husband. They also own an r-pod trailer and plan to drive across Canada and the United States to music festivals – mostly folk and bluegrass. And she’s learning Spanish, which comes in handy during her annual trips to Mexico.
“These aren’t extravagant pursuits,” she says. “And that’s just the way I like it.”