Tracy’s focus on using meaningful conversation to simplify the emotional and financial complexities of wealth makes her a perfect fit with our team’s promise of Your life, uncomplicated™. As a CPA CA, Tracy applies accounting and tax consulting expertise and takes the time to truly understand what drives our clients, creating innovative and tailored solutions for every family.
Tracy joined BMO Financial Group in 1991, preparing and implementing comprehensive financial plans for a portfolio of high net worth individuals. She then spent 15 years developing and executing effective learning programs at BMO’s Institute for Learning. In 2015, she transitioned to Wealth Management Consultant, working to broaden the client experience with a more holistic approach that addresses the inherent connection between business ownership and future wealth plans.