Meet Our Team
Tracy has been in the financial services industry since 1990, initially with Professional Financial Planning and now with the Haskings Team of Investment Planning Counsel. She knows and understands the importance of encouraging clients to develop a Financial Plan first. Her diversified experience has given her a solid foundation to serve clients in the free preparation and monitoring of their financial plans. Independent product and portfolio reviews are part of her regular client services.
She has the benefit of access to many professional support people in the financial services industry if the situation requires complex solutions. However, her goal is to make any plan simple so that it is fully understood by the client, based on their individual goals and risk tolerance.
She welcomes new clients. It excites her to know that her involvement can have a significant positive impact on the future financial position of clients of all ages and backgrounds.
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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.