“I am so pleased with the way Tracy has worked with me and my husband on our financial planning. Her communication is exceptional, and she makes discussions and meetings very comfortable and informative. She so often goes above and beyond expectations, and I have appreciated her honest and open style of communication. Tracy is very accessible, thorough, proactive, and respectful. …….. I have obtained travel insurance through her, as well as securing life insurance and a health benefits plan. I was so grateful for the way she was able to professionally assist me in choosing what was right for me and my family. I didn't expect the process to be so smooth and have truly appreciated her services on so many levels!”
- Roxanne D
“Tracy is the complete professional and takes great pride in providing service to her clients in a way that they can relate to. She takes the time to understand about the person she is relating to and by doing so plants the seeds for a strong, long term investor/client relationship. Her passion for getting connected with her clients, staying connected with them and helping them be successful make Tracy an incredible professional to be working with. Tracy has a style and approach that encourages others to respect her opinions and value her advice. She has gained the trust and confidence from my wife and I and we really appreciate Tracy’s grassroots style and delivery of London Life’s financial and investment advisory & product services.“
- Rick F - Project Manager
“Tracy keeps me informed and on track. She explains when I don’t understand. And I love the holistic approach Tracy provides. She understands my financial goals as a whole, treats me with the utmost respect, and takes our lives and finances seriously. I know I am in good hands.”
- Bridgette K
“Tracy took the time needed to provide follow up information and answered all my questions. She wasn’t selling me a product but providing the service that I need. When I have a question, I never feel dumb for asking. Tracy has a great sense of what I need where space is concerned. She didn’t rush me, but she kept me focused on the goal."
- Laura - Business Owner
“Tracy made sure that the investment and Insurance choices we made were done using a systematic, thoughtful process to reach our goals. She provides clear communication, is reachable by phone and helps us understand what is happening and why. She helped us focus and simplify our goals, insisted we get our Will written – even helped us find an accountant! We wholeheartedly recommend her services.”
- Jason & Vanessa - Business Owners
“Tracy is enthusiastic, passionate and confident. She clearly enjoys what she does and it shows. Tracy puts ‘finance speak’ into ordinary language I can understand. She brings with her appropriate written information to back up her advice. Tracy understands my goals and the words I use to describe my goals and translates them into words appropriate for the financial industry. That way, when I need to speak about my investments I have language that works!”
- Michelle T - Executive Director NGO
“I love that Tracy is able to deal directly with our accountant. It saves much time which is valuable to us. She genuinely cares about her clients and takes the time to listen and understand our goals. She is very concerned that we understand what kind of products we are investing in. I am confident that we are in good hands with Tracy.”
- Cheryl & Stephen Ring - Business Owners