Tracy has more than 25 years of experience in the financial services industry. She has built a financial planning practice on the foundation of trusting relationships, commitment, work ethic, and an honest approach. These are consistent with the core values of Cardinal Capital Management Inc.
Her practice is focused on finding the things that are important to clients, translating their goals and objectives into a unique and flexible financial plan that meets both their immediate needs and long-term goals. Her measured, honest approach and willingness to create a true partnership provides financial clarity and long-term success for the families she serves. Tracy has completed all the educational components of the prestigious Certified Financial Planner designation and prior to joining the team in Cardinal’s Brandon office, Tracy worked at IG Private Wealth