Tracey Marshall

Tracey Marshall

Financial Planning Services

Menu

  • Home
  • Life Style Planning
    • Other Financial Services
    • Estate Planning
    • Tax Tips
    • Protecting Yourself
    • Life Insurance Solutions
    • Health and Dental Insurance
    • Travel Insurance
  • Retirement
    • The Money Tree Process
    • What you need to Retire (Video)
    • Calculators
  • Cash Flow Planning
    • How to Maintain Good Credit (Video)
    • Debt Management
    • Case Studies
  • Woman to Woman
    • Divorce and Separation
  • Let’s Talk
  • About Me
    • Client Comments
  • Blog
Tracey Marshall

Tracey Marshall

The professionals at The Money Tree Financial Planning Inc. strive to bring growth and stability to your financial life.

Read more
Cash Flow Planning

Cash Flow Planning

How would your retirement change if you could be debt free 10 years sooner?

Read more
Retirement Planning

Retirement Planning

Tired of too much product advice and not enough plan advice?

Read more
Eliminate Financial Stress

Eliminate Financial Stress

Want to get more out of life with the money you already have?

Read more

Traveling this Winter?

If you are one of the lucky ones who are escaping this cold and snowy winter and traveling to a sunny, warm destination, remember to include travel medical insurance in your planning process. Our provincial medical plans only cover a…

Tracey Marshall February 25, 2025 Uncategorized Read more

ABCs of RRSPs

It is hard to believe we are only a few weeks from the March 3rd RRSP contribution deadline for 2024. A Registered Retirement Saving Plan (RRSP) is an investment account used to help Canadians pay less tax on their annual…

Tracey Marshall February 18, 2025 Uncategorized Read more

Finding Opportunities

For investors fretting over Donald Trump’s unpredictability, it’s worth remembering that market volatility creates many buying opportunities. If a security a Portfolio Manager has been eyeing is too expensive, we may be just a Trump tweet away from them seizing…

Tracey Marshall February 11, 2025 Uncategorized Read more

Trying to Choose Between an RRSP and TFSA?

You are not alone; at this time of year, I get a lot of questions around whether it’s better to invest in a Registered Retirement Savings plan (RRSP) or a Tax-Free Savings Account (TFSA). Hopefully, this will help you decide.…

Tracey Marshall February 3, 2025 Uncategorized Read more

U.S. Canada Trade Tensions

President Donald Trump claims Canada has not done enough to control the flow of drugs and illegal immigrants into the U.S. As a result, Trump announced that he might impose a 25% tariff on goods imported from Canada as early…

Tracey Marshall January 30, 2025 Uncategorized Read more

What is an ETF?

Exchange Traded Funds (ETFs) are investment vehicles that combine some of the features of Mutual Funds with some of the features of individual stocks. Although they are structured and regulated like Mutual Funds, they are listed and traded on stock exchanges…

Tracey Marshall January 20, 2025 Uncategorized Read more

2024 Market Review

Happy New Year! 2024 was a year of geopolitical instability, and 2025 has already started off with a bang as Justin Trudeau announced his resignation earlier this week. 2024 proved to be an exceptional year for the stock market, with…

Tracey Marshall January 13, 2025 Uncategorized Read more

Happy Holidays!

Sending you, our amazing friends and clients, gratitude, and heartfelt thanks this Holiday Season for your continued support throughout the year. Warmest wishes to you and yours for a healthy and safe holiday season. Please note that all offices will be closed…

Tracey Marshall December 20, 2024 Uncategorized Read more

Financial Tips for Santa

Santa’s on a tight schedule, he only has a few days left to make sure all the presents are wrapped, packed and his reindeer are ready to fly. The end of the year is also a crucial time for last…

Tracey Marshall December 16, 2024 Uncategorized Read more

Last Step for CPP Expansion Plan 

In 2019, the federal government began an expansion plan designed to increase the retirement benefits Canadians would receive from the Canada Pension Plan (CPP). The goal was to raise the benefit to 33% of the average Canadian’s earnings, up from…

Tracey Marshall December 9, 2024 Uncategorized Read more
  • « Previous
  • Next »

Archives

  • May 2025
  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018

Meta

  • Log in
Copyright © 2025 Tracey Marshall