Through her role as Client Relationship Manager, Tracy introduces, educates and guides clients through the journey of personal wealth management at PWM. She is Insurance Licensed as well as being a Registered Deposit Agent (RDA) through the Registered Deposit Broker Association for GIC’s. Her role allows her to personally help clients, from explaining the important differences between PWM and banks to helping individuals dealing with changing financial circumstances. She also enjoys discussing with prospective clients the benefits to dealing with a GIC deposit broker versus a bank or credit union.
Having lived in the Parksville area since the age of 8, Tracy enjoys the small-town feel and strong sense of community. As a proud member of this community, she has sat on the executive boards for both the District 69 Slo Pitch Society and P/Q Wallyball League as well as playing both sports for many years. Tracy also served as Treasurer for the Whiskey Creek Water District and the Parent Grad Committee in 2018 for Ballenas Secondary School when her daughter graduated.
