Tracey is responsible for providing advice and guidance to Scotiatrust clients for their will and estate planning strategies. She has been with the Scotiabank Group™ since 2006 and has worked in the financial services industry since 2000.

Tracey is a graduate of the Bachelor of Laws program at Queen’s University. Memberships include the Law Society of Upper Canada, the Ontario Bar Association, the Peterborough Estate Planning Council, the Estate Planning Council for Kawartha Lakes, the Estate Planning Council for Quinte, the Peterborough Law Association and the Frontenac Estate Planning Council.

Tracey is active in her community as a volunteer with the Trent Child Care Centre and as a member of the Sir Sandford Fleming Advisory Group for Legal Programs.

Business Approach

Scotia Private Client Group is a highly customized and comprehensive group of related services, including private banking, estate and trust, and a broad range of investment services. Through a dedicated Relationship Manager, clients will receive objective advice and financial solutions tailored to their personal situation. Experts in their own right, these managers are supported by a team of specialists centred on clients’ financial priorities.

Services Provided

Scotiatrust and its predecessor companies have been providing professional assistance and technical expertise to clients for more than 125 years. We have a deep understanding of, and sensitivity to, the personal issues surrounding matters relating to your estate and your beneficiaries. Our service offering includes will and estate planning and administra-tion including establishing charitable foundations and charitable trusts and estate and trust agency services. Scotia Private Client Group specialists are a part of the Scotiabank Group™ worldwide network, which provides financial solutions and individual attention for clients across the country and around the globe.

™ Trademark of the Bank of Nova Scotia.Scotia Private Client Group consists of private client services from The Bank of Nova Scotia, The Bank of Nova Scotia TrustCompany, Scotia Cassels Investment Counsel Limited, Scotia Cassels U.S. Investment Counsel Inc., and ScotiaMcLeod, a divisionof Scotia Capital Inc., all members of the Scotiabank Group. Scotia Capital Inc. is a member of CIPF.