Tracey Curtis CFP, CIM

For over 30 years, Tracey been providing families with solutions that support their financial and life goals. Driven by a genuine interest in helping people, Tracey has been fortunate to observe so many of her clients achieve peace of mind when their retirement goals are met with ease. “I enjoy forming long-term relationships with families and proudly continue to serve many of these families who have been with me since my first year in practice." Tracey has also learned over the years that the motivation behind every financial decision can be found in someone’s story. "We learn from our parents, grandparents, friends, and acquaintances; all these people influence our thoughts and decisions, whether consciously or subconsciously.” Herein lies the passion behind this conference. There is tremendous value in understanding how your stories inform your decisions. Tracey serves her community in many ways: She is a Rotarian with the Guelph Rotary Club and has acted as President and Assistant District Governor; she is currently the Vice-Chair of the Foundation of Guelph General Hospital Board of Directors; and has been on the Board of Directors and past Chair of Bracelet of Hope for 12 years. In fact, Tracey was honoured with the Women of Distinction award in 2017 in the Community Builders category. This conference is another way to build community and help others sort through the stories that will bring them closer to the life of their dreams.