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Tracy Figueira, Financial Advisor

FINANCIAL ADVISOR
Tracy L Figueira

295 The West Mall, Suite 401, Etobicoke, ON M9C 4Z4opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Estate and legacy strategies
  • Intergenerational planning
  • Business retirement plans
  • Retirement savings strategies
  • Wealth strategies

About Tracy

Thank you for visiting my page and welcome! Whether you are looking for 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 client's situation by first understanding what's important to you and your family, and then we work together to build a solution that's tailored for your unique needs. From preparing for...

Personal Interests

  • Dancing
  • Yoga
  • Spending Time with Family
  • Traveling
  • Baking

Team Members

  • Michelle Shaw
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(416) 907-0824

Fax

(844) 800-9306

Office Address

295 The West Mall
Suite 401
Etobicoke, ON M9C 4Z4opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More