Thank you for visiting my page and welcome! Whether you are looking for a information on Financial Advisors in your community or simply researching how an advisor can partner with you, I'm happy to meet you.
First let me introduce myself. My practice focuses on helping people in our community build a solid framework for making informed decisions relating to their financial health. Every client is unique and we approach each clients' situation by understanding what's important to you and your family and build a solution that's tailored for your unique and individual needs. From preparing for retirement, living in retirement, estate planning and preparing for the unexpected, we work on providing the right solution for you. Once we have built that foundation, we partner together for the long term to ensure that they stay on track utilizing an established process.
Building an Edward Jones practice has been a goal of mine for many years.After a successful marketing and advertising career, it was time to start helping individuals one on one and being a part of the Edward Jones family allows me to do that.
What drives me every day?
Growing up in a small town in Northern Ontario I witnessed too many people not prepared or preparing for their long term financial goals. Knowing that there is a way to build a solid plan with the right partner fuels me each day to do what's best for every client we work with.
When I'm not in the office or meeting with clients, I am spending time with my husband who is also an Edward Jones advisor (it runs in the family now) and our two amazing children Gabriel and Grace. With two toddlers life is certainly busy but when not at the office or at ballet or hockey, I enjoy spending time with family & friends or digging into a good book, family is the most important thing for us and that carries through to my clients as well.
Please reach out if you would like to connect and learn a bit more on how I can help you reach your goals.
- Business Owner Considerations
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
Phone NumberTracy L Figueira at (416) 907-0824
|Mon||08:30AM - 06:00PM|
|Tue||08:30AM - 06:00PM|
|Wed||08:30AM - 06:00PM|
|Thu||08:30AM - 06:00PM|
|Fri||08:30AM - 06:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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