As an Edwards Jones Financial Advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward their specific goals. Whether it’s planning for retirement, saving for college for your children or your grandchildren or just trying to protect the financial future of the ones that we care for most through insurance coverage, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals, including local accounting firms, CPAs, Notaries and Estate Planning Lawyers.
Although Edward Jones is a large firm with over 14,000 advisors across Canada and the United States, every branch, including mine in the Comox Valley take a personal approach to business which starts with a face-to-face meeting. During our initial visit, I will ask several questions as it is important for me to understand what is important to you. My branch office administrator (BOA) and I work as a team, we have an established process and we will partner with you to keep you on track. All we ask is for you to have a goal you would like to achieve, and we will give you the personal service you deserve when it comes to your financial future.
Outside of the office, I have been a member of the Royal Canadian Legion for 21 consecutive years, a member of the Chamber of Commerce and am a Past President of two Chambers, one in Sault Ste Marie, Ontario and the other in Williams Lake, B.C.. I was also on the board of the Comox Valley Women Business Network until 2020. My husband and I enjoy golfing here in the Comox Valley and all around beautiful British Columbia.
- Wealth Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Socially Conscious Investing
- Education Savings Strategies
- Retirement Savings Strategies
My Personal Interests
Phone NumberTracey J Gard at (250) 890-0997
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