| Who We Are
Our Team |
Certified Financial Planner
Tracy Broeze, CFP
tbroeze@excelplan.on.ca
With
over 10 years in financial services, Tracy is an experienced advisor able to provide personal,
well defined strategies addressing all areas of risk and tax efficiency. From wealth building
to estate planning, her goal is to build life-long relationships with a foundation of trust, knowledge,
and accessibility. She has often been cited in financial articles for newspapers including
the Globe & Mail, Financial Post, National Post, Toronto Star, and the Investment Executive.
Tracy’s thoughtful and caring approach will help you to work through your worries about your finances and future, clearing the way for you to have a truly solid understanding of your choices. She is genuinely committed to helping you, and your family, achieve peace of mind.
Tracy holds the Certified Financial Planner (CFP) designation through the Financial Planners Standards Council, (FPSC). In addition, she holds a Mutual Funds License through the Mutual Fund Dealers Association (MFDA) and Life Insurance Licenses through the Financial Services Commission of Ontario (FSCO). She also achieved the highest mark in her class for a course of study on Income Tax.
Mutual Funds provided through:
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