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Tracey Anderson

Financial Planner

  • PFP®

Building your financial future – together

I have been working in the financial services industry since 1995 with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.

 

I hold the Personal Financial Planner (PFP) and the Financial Management Advisor (FMA) designations offered by Canadian Securities Institute.

 

I look forward to working with you.

ADDITIONAL CONTACT

Fax: (250) 738-2006

Available at 1 other location(s)

LANGUAGES

English

Additional Information

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

BoC holds rates steady amid signs global economy stabilizing

The Bank of Canada held rates steady for now, but opened the door to future rate cuts if the global backdrop worsens, adding further pressure to Canada’s economy. Anthony Okolie talks with James Orlando, Senior Economist, TD Bank Group.

Tax-Loss Selling

Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Discover Your Investing Blind Spots

Behavioural Finance: People can learn to be smarter with money when they understand how their actions may be sabotaging their investing decisions.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

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