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.

Tracy Price

Vice-President, Portfolio Manager & Wealth Advisor

604-257-7478 | Email me
604-257-7444
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. 

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.

Heather Wheaton

Associate Investment 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.

Carol Johnston

Administrative Assistant

604-257-7478 | Email me

Carol joined the Team in 2000 and has been working in the finance industry for over 30 years, Carol has completed the Canadian Securities Course, Conduct and Practices Handbook, and various courses in the banking industry that reflect her dedication to the success of the team. She is responsible for all of the details necessary to ensure a high level of service, efficiency and support to our clients.

Carol is an avid golfer, gardener and recreational cyclist and volunteers any extra time to the community .

 

 

 

 

 


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 require a referral, we are happy to offer you access to our extensive professional network.