Financial Planning & Strategies
Variety of Investments, including:
Educational Plans (RESP)
Disability Plans (RDSP)
Long-Term Care Plans
Health & Dental Plans
Individual & Group H & D
Customized Family Plans
Health & Dental
Group RSP & Pension Plans
Residential & Commercial
Tracy brings over 24 years’ experience in the financial services industry. She has a B.A. from Queen’s University, is a Certified Financial Planner, and is qualified to offer Mutual Funds and Life License.
Tracy was born and raised in Uxbridge. Together with her husband Tim, they are raising their two children in Uxbridge. All family members are involved in the community. Tracy is the Head Coach for the NDUFC U16 Girls team, the Vice President of the Uxbridge Secondary School SCC and a member of the 100 Women Who Care Uxbridge.
Tonia brings over 20 years’ experience in the financial services industry. She is a Business Administration graduate and is qualified to offer Mutual Funds, Life Insurance, Mortgages, and is a Certified Bookkeeper.
Tonia and her husband Bob have grown up in Uxbridge and are raising their two daughters here. All family members are active community volunteers. Tonia is a member of the Uxbridge Hospital Auxiliary, a parent volunteer with the Pulsars Gymnastics club, and a member of the 100 Women Who Care Uxbridge.