Tracy Price

Vice-President, Portfolio Manager & Wealth Advisor

604-257-7478 | Email me
604-257-7444 | LinkedIn
1-844-250-7877

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. 

Tracy is a firm believer in supporting important causes in her community. She is currently the Chair of the Capital Campaign to build a new YMCA in the Tri-Cities area. She also provides financial and volunteer support to Eagle Ridge Hospital, Crossroads Hospice Society, Douglas College and many other local and national associations.

When not working or volunteering, Tracy loves to travel, play golf, and ride her bike everywhere and anywhere.

Heather Wheaton

Associate Wealth Advisor

604-257-7412 | Email me

Heather joined RBC Dominion Securities in 2006 and has worked in the financial services industry since 1990. She is an accomplished professional, dedicated to continuing her education while keeping current on product knowledge and industry regulations. Heather has completed the Canadian Securities and Conduct and Practices Handbook courses.  She has continued to add to her credentials by completing her Wealth Management Essentials and is currently working on her Certified Investment Management (CIM) designation, a designation achieved through extensive study in advanced investment management.

Heather works alongside Tracy to design, plan and implement investment strategies and wealth planning solutions for our clients.  She specializes in ensuring your retirement goals are met through comprehensive retirement, tax and estate planning.

Heather enjoys living in downtown Vancouver and spending time with her daughter while giving back to the community. She has been involved in fundraising for The United Way and contributes her time to a number of environmental agencies including Earthsave and Me to We.

With her diverse investment background, she is committed to giving you expert advice and service and is looking forward to working with you.

Chloë Mooney

Administrative Assistant

604-257-7478 | Email me

Chloë has 10 years combined experience in the banking and investment industry within the RBC world. She is currently working hard towards completing her Canadian Securities Course and the Conduct and Practices Handbook to complement her award winning customer service experience. Chloë is excited to have joined the Tracy Price Wealth Management Team and is committed to delivering the same high level of service that our clients have grown to expect and deserve. She is our primary point of contact for appointments, administrative and technical issues.

Chloë was born and raised in Vancouver and moved to Coquitlam 9 years ago with her family. She is an active member of the community and supports her husband Brent in his successful Plumbing business. They are busy raising their 3 children Carter, Emily and Jubilee and enjoying the outdoors with their 2 dogs Timber and Willow. When she is not at work you can find her on the local football field volunteering and sitting on the Board of Directors for the Coquitlam Minor Football Association.

Chloë enjoys dancing, eating great food, riding her bike and reading.

Meet the Tracy Price Wealth Management Team of RBC Dominion Securities.

As our client, you will receive timely service and professional advice through our team approach. Our team members focus on different areas of client service, so you get the expert assistance you need when you need it.


Our Extended Wealth Management Team

Helping you manage your investments is just one way we can help you manage your overall financial concerns. In addition to investing and money management, we will co-ordinate your Financial Plan, Wills & Estates, and Asset Protection and Insurance Strategies.

As well as being accredited in these areas ourself, the Tracy Price Wealth Management Team works with specialized professional resources to ensure your Wealth Management Strategy is comprehensively created and coordinated. We are happy to offer you access to our extensive professional resources.

 

Professional referrals

The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting and banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure were all on the same page. If you are in need of a referral, please contact us and we will be honoured to share our professional network with you.