Tracy has been earning the trust and respect of clients, industry colleagues and her community since 1984. She attended Simon Fraser University and graduated with a double degree in Business Administration and Economics, specializing in Finance. A member of the Royal Bank Financial Group of companies since 1984, previous roles have included District Management and Vice President of Mutual Funds. Professional accreditations earned since joining RBC Dominion Securities in 1993 include Vice President, Canadian Investment Manager, Fellow of the Canadian Securities Institute, Certified Financial Planner and Life Insurance Agent, which allows for insurance related guidance.
Tracy is a licensed Portfolio Manager (PM), one of the highest designations a professional can earn in the investment industry in Canada. This accreditation represents the team’s commitment to the highest standards of ethics and professionalism in managing client wealth. As the Senior member of the team, she develops and leads all matters of Investment Strategy, including Tax and Estate Planning.
Together with her husband David and two grown daughters, Tracy’s family is active in the Tri-City area and she enjoys her running clinic, golf and the theatre.