Tracy joined the team in February of 2018, and her main role is to handle the administrative client account set up, assist with personal and contribution changes over time, and to ensure all client's communications with the office are always pleasant and efficient.
Although newer to this team, she has been in the financial industry for 25 years working in various roles. Over the years, she has attended several Client Service and Administrative courses and seminars.
On a personal note, she enjoys the smaller town feel over the big city life, so she and her husband Paul live in and raised their two boys in Orangeville. If she is not spending time with family or friends, you could find her spoiling her rescue dogs, riding her motorcycle or even sewing some project!