Tracey Marshall

Tracey Marshall

Financial Planning Services

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Tracey Marshall

Tracey Marshall

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

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Cash Flow Planning

Cash Flow Planning

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

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Retirement Planning

Retirement Planning

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

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Eliminate Financial Stress

Eliminate Financial Stress

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

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Prepare for a Critical Illness

Becoming critically ill is something none of us want to think about; but we all know families whose lives have been dramatically affected by chronic disease. In fact, 1 in 3 Canadians currently live with a chronic disease; 1 in…

Tracey Marshall December 12, 2025 Uncategorized Read more

When do you need a Power of Attorney?

There are several situations where you would want to have a Power of Attorney (POA) in place in the event something was to happen to you. For example, someone in the military who is being deployed overseas may want to…

Tracey Marshall December 12, 2025 Uncategorized Read more

How to Cope Financially with a Critical Illness

Every three minutes Cancer picks a fight with another Canadian. Becoming critically ill is something none of us want to think about; but we all know families whose lives have been dramatically affected by this terrible disease.  Some of you are…

Tracey Marshall December 12, 2025 Uncategorized Read more

Insuring the Cottage Properly

Thanksgiving is bittersweet long weekend for many cottage owners as it signifies the end of the summer season. After enjoying their turkey dinner, cottagers will be pulling out the dock, draining the water, and storing away the deck furniture. Once…

Tracey Marshall December 12, 2025 Uncategorized Read more

Getting Divorced & Dividing Assets

When you split up with your spouse you will need to divide your assets evenly. The division of assets upon relationship breakdown is a provincial/territorial concern and there are variations across the country depending on where you live. There are…

Tracey Marshall December 12, 2025 Uncategorized Read more

Converting your RRSP to a RRIF this year

By December 31st in the year in which your turn 71 years young, you will be required to convert your Registered Retirement Savings Plan (RRSP) into a Registered Retirement Income fund (RRIF). If this is you, here are five things…

Tracey Marshall October 2, 2025 Uncategorized Read more

Tax-Free First Home Savings Account

The Tax-Free First Home Savings Account (FHSA) is a great tool to help maximize your savings towards purchasing your first home! This is also a reminder that you can only carry forward unused contribution room one year, so if you…

Tracey Marshall October 2, 2025 Uncategorized Read more

How to Teach Your Kids the Importance of Finances 

As a parent, it can seem almost impossible to teach your kids the importance of saving for their future and understanding the value of money. Depending on the age of your child, the way you teach these lessons may vary. …

Tracey Marshall October 2, 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 September 17, 2025 Uncategorized Read more

7 Myths about Financial Planning

Myth #1: You Don’t Need One Whether you have a lot of money or very little a sound financial plan will help point you in the right direction – towards your long term goals. Whether they are to minimize taxes,…

Tracey Marshall September 17, 2025 Uncategorized Read more
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