My branch team, Charlene Rowlandson and I, work with the long term serious investor. We want to learn what is important to them and Tracey uses an established process to build personalized strategies to help them reach their goals. Then we partner together through the various stages of their life to keep them on track. On a personal note, Tracey and her husband Phil live n Comox, have been members of the Royal Canadian Legion for well over 25 years and enjoy golfing around the valley and Vancouver Island.
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