Know your advisor: CIRO Advisor Report
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Dedicated. Honest. Friendly.
Tracey is a senior financial advisor serving the Camrose area. She has her Certified Financial Planner (CFP®) certification, and stays up to date with financial trends through her courses, webinars, and reading to provide excellent advice to clients. With more than 28 years of experience in the industry, Tracey understands the importance of having the right plan and being prepared for whatever life sends your way.
From dreams to reality
Tracey values her ability to change your life for the better by doing what she loves. She is here to keep you on track, remind you why you started saving, and ensure your plan is the right fit for you. Her expert advice will ensure you leave every meeting relieved and happy, knowing that your hopes and dreams are in good hands.
Trustworthy advice
As a loving wife, mother and grandmother, Tracey treasures spending time with her family. She’s an avid reader, and during her free time you can find her on a warm beach diving into a good book.
Contact me
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
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Canadian Investor Protection Fund
ATB Securities Inc. is a member of CIPF, which provides protection to investors’ securities, cash or other property in the event of an insolvency of a member firm.
ATB Wealth® (a registered trade name) consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc. and ATB Securities Inc. are individually licensed users of ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The information contained herein has been compiled or arrived at from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness, and ATB Wealth (this includes all the above legal entities) does not accept any liability or responsibility whatsoever for any loss arising from any use of this document or its contents. This information is subject to change and ATB Wealth does not undertake to provide updated information should a change occur. This document may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions and conclusions contained in it be referred to without the prior consent of the appropriate legal entity using ATB Wealth. This document is being provided for information purposes only and is not intended to replace or serve as a substitute for professional advice, nor as an offer to sell or a solicitation of an offer to buy any investment. Professional legal and tax advice should always be obtained when dealing with legal and taxation issues as each individual’s situation is different.