Tracy takes a holistic goals-based approach to providing tailored comprehensive financial planning and wealth management to each client's specific needs and goals. She brings over 10 years of financial services and investment experience to her clients. Her dedication to her clients and the achievement of their financial goals has earned her their respect and trust. 

Tracy holds a Bachelor of Engineering (First Class Honours) from University of Birmingham, and a Master of Science (M.Sc.) in Engineering from University of Alberta. A firm believer in lifelong learning, she obtained the Certified Financial Planner (CFP®) - most widely recognized financial planning designation in Canada and throughout the world, and Chartered Investment Manager (CIM®) designations – recognized credential for investment manager. Tracy is committed to the highest standards for advanced education, ethics and professional conduct.

Viviana is a Client Service Associate on Tracy’s team, she assists Tracy in Wealth management and administrative works. Viviana’s career in the financial industry began in 2018. Her passion in finance has sparked her interest to start her first career in an international financial institution. She holds a Bachelor of Business Administration degree with major in accounting, and has also completed the Canadian Securities Course and Conduct and practices handbook.
 
Viviana takes pride in her attention to detail and her ability to multitask striving to exceed client expectations. Viviana is the main point of contact for all client administration needs and provides functional support with on demand requests in English, Cantonese and Mandarin.
 
Outside of the workplace, Viviana enjoys baking and spending quality time with her family and pets.

Tracy采用基于整体目标的方法，为客户的特定需求和目标提供量身定制的综合财务规划和财富管理。她拥有超过10年的理财服务和投资经验，能为客户提供
最合适的服务。她全心全意为客户服务及致力实现
他们的财务目标，为她赢得了客户的尊重和信任。
 
Tracy 拥有伯明翰大学的工程学士（一等荣誉）和阿尔伯塔大学的理学（工程学）硕士学位（M.Sc.）。她深信终身学习的重要性，获得了认证财务规划师 (CFP®) - 在加拿大和全世界最广泛认可的财务规划头衔，以及特许投资经理 (CIM®) 头衔 - 公认的投资经理资格。Tracy致力于达到高等教育、道德和职业操守的最高
标准。