TRACY CAMPBELL

TRACY CAMPBELL

CFP; CPCA CFP Certified

Senior Financial Consultant

Investors Group Financial Services Inc.

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About —

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Tracy is a CERTIFIED FINANCIAL PLANNER professional and has over 35 years’ experience within the financial services industry. She has continued her career related education to provide clients with current and appropriate advice. Tracy also holds the Certified Professional Counsellor for the Aging (CPCA) and Responsible Investment Specialist (RIS) designations.

Tracy’s extensive experience in financial services has enabled her to build a practice that focuses on clients' individual needs. Tracy’s comprehensive approach includes analysis of investments, risk management, tax and estate planning needs. Should more complex issues arise, she has the backing of a corporate team of specialists in these fields.

Tracy is a well-respected professional who strives to help clients achieve their personal goals through sound, honest advice. Tracy believes in giving back to her community and supports local charities including the Alzheimer’s Society.

Team —

CHRIS A GLEAVE

CHRIS A GLEAVE

RRC

Associate Consultant

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Phone (416) 292-7229 Email chris.gleave@ig.ca
Chris currently holds the Registered Retirement Counsellor (RRC) designation and is pursuing his CERTIFIED FINANCIAL PLANNER designation. Chris has been with IG Wealth Management for over 7 years. He gained valued experience from previously working in legal administration in the areas of family and estate law.

Chris enjoys helping clients with challenging situations by identifying solutions that are in the best interest of both them and their families. Chris effectively communicates strategies to clients that allows them to be part of the process in building their financial futures.

Chris plays 2 musical instruments, sings in an acapella choir, is an active volunteer at his kids’ school and an avid Blue Jays’ fan.
ANNE-MARIE O'BRIEN

ANNE-MARIE O'BRIEN

BA

Administrative Assistant

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Phone Email anne-marie.obrien@ig.ca
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A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

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300 - 1305 Pickering Parkway
Pickering, ON L1V 3P2

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