TRACY PRICE

Vice President, Portfolio Manager & Wealth Advisor

HEATHER WHEATON

Associate Wealth Advisor

CHLOE MOONEY

Administrative Associate

Meet Our Team

 
Worry Free Wealth
 
Let The Tracy Price Wealth Management Team relieve you of the worries of managing your wealth.
 
Through our professional fee-based services we provide comprehensive wealth management and advice on a multitude of issues that impact your wealth, your family and your future.
 
We efficiently manage the day-to-day wealth management strategy decisions that will steer you towards your goals.
 
And we do all of this based on a deep and clear understanding of who you are and what you want and need.
 
We develop our knowledge of you, and of your vision of the future, through open, honest and regular communications.
 
With an extensive knowledge of you in hand, and a solid foundation of trust in place, we can diligently pursue your goals, aspirations, priorities and dreams.
 
Through a firm and disciplined approach to wealth management we will navigate your unique financial landscape and secure your financial future.
 
Trust us to take care of the details so you can enjoy all of the possibilities of your wealth.
 
Backed by the century-old tradition of RBC Dominion Securities, Canada's leading full service wealth management firm, you can be confident that you will get the professional advice and services you need. Whether you're looking for personal wealth management for yourself, your family, your business, or your charity, we have the expertise to help you achieve your goals.

 

 

 

Our values

We build our business and your wealth on these personal and professional values, ensuring both a positive societal contribution and superior, risk adjusted returns:

  • Build & Maintain Trust
  • Value Family
  • Lead by example
  • Give back to the Community
  • Pursue Environmental & Personal Health

"The qualities we were looking for in a potential financial advisor were comfort and trust. We have dealt with Tracy and her team for the last 14 years and these qualities have been met with high standards. Along with looking after our investments, the team has got our estate planning and insurance needs in order, and worked us through a smooth transition from working full time to retirement and the sale of our company.

Tracy and her team have been a pleasure to work with. We would highly recommend them."

~ John & Sharon Stoski

 

“We are lucky to have connected with you through Benita. You are obviously very passionate about your work and you are also very good at it. But what will always set you even further apart from the others is your genuine interest in your clients and the care you take to really get to know them all. There are so many examples of this, including coming to the Durrand Glacier and taking the time to visit my mother on the farm. You are also exemplary at “customer appreciation”. That seems to be a dying art and many could take lessons from you.”

~ Nicoline Beglinger

 

Click here for more Client Testimonials