Tracey West CLU®, QAFP®, RRC ®
Team
- Tracey West, a distinguished professional holding the CLU®, QAFP®, and RRC® designations, she excels as a Chartered Life Underwriter, Financial Planner, and Registered Retirement Consultant. With expertise in Investments, ETFs, and Life insurance, she also navigates the intricacies of Group Benefits and Group RRSP plans. Tracey's commitment is to crafting comprehensive financial plans and solutions, integrating tax-efficient strategies in personalized retirement planning. Her multifaceted skill set positions her as a trusted advisor, dedicated to optimizing financial well-being for individuals and organizations alike.
Tracey West CLU®, QAFP®, RRC ®
Financial Planner - Tracey West, a distinguished professional holding the CLU®, QAFP®, and RRC® designations, excels as a Chartered Life Underwriter, Financial Planner, and Registered Retirement Consultant. With expertise in Investments, ETFs, and Life insurance, she navigates the intricacies of Group Benefits and Group RRSP plans. Tracey's commitment is in crafting comprehensive financial solutions, integrating tax-efficient strategies in personalized retirement planning. Her multifaceted skill set positions her as a trusted advisor, dedicated to optimizing financial well-being for individuals and organizations alike.
Tracey West
Financial Planner
Opening hours
Reviews
- Nim Vadher·
Tracey and Sarah are a great team providing an excellent service! They are both efficient and very helpful. Setting up insurances and financial planning was made into an easy to understand process. Tracey is also very accommodating with scheduling appointments. Looking forward to continuing a great relationship.
- Hafeeza Pathan·
Coming to Canada as an immigrant and having zero knowledge of how investments work here, Tracey didn't let me feel I was new. She spent multiple hours with me in various appointments and educated me of the benefits I am entitled to and on how I can save and invest my money. It's been 4 years of having Tracey as my Financial Advisor and I am confident she will continue to be till she retires. Tracey is highly educated and extremely knowledgeable and she is accompanied by her colleague Sarah and both of these ladies are the most beautiful, humble and kindest souls one shall ever meet. No second thought in saying that Tracey is the best in town.
- Natalie Mclean·
Tracy was amazing and very helpful! :)
- Nelson·
Thanks a million,Tracy. Thanks for the coffee! Everything went very well. Always a pleasure to talk to you.
- Vanessa Temple·
Fabulous as always!! Would recommend for all your financial planning needs!
- Shaun Boozan·
Initial meeting with Tracey. Always a pleasure speaking with her. So knowledgeable and easy to talk with. Hope we can continue our business relationship.