Tracey Marshall

Tracey Marshall

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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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Cybercriminals Exploit COVID-19

Cybercriminals Exploit COVID-19In a time when people are looking for answers and information to protect themselves, cybercriminals are using this environment to ramp up their cybersecurity threats. Malicious Email SchemesThe confusion and evolving circumstances surrounding Covid-19 has created an environment…

Tracey Marshall April 14, 2020 Uncategorized Read more

Federal Government’s Financial Aide

Understanding the Federal Government’s Financial Assistance Programs   This week millions of Canadians logged on to apply for the government’s Covid-19 benefit known as the Canadian Emergency Response Benefit (CERB). There is still a lot of confusion surrounding this and the…

Tracey Marshall April 10, 2020 Uncategorized Read more

Stock Market Volatility

    Volatility Creates an Emotional Roller Coaster for Investors Volatility Creates an Emotional Roller Coaster for Investors Concerns about the spread of the coronavirus on business activity are weighing heavily on global asset markets, and central banks have moved…

Tracey Marshall March 30, 2020 Uncategorized Read more

Canada’s COVID-19 Economic Response Plan

Economic Response Plan   The purpose of my blog this week is to provide you with some useful information as we navigate through this very challenging time. As you may know, the Government has introduced various measures over the last…

Tracey Marshall March 23, 2020 Uncategorized Read more

Travelling This March Break?

If you are one of the brave ones who is still travelling south to a sunny warm destination; remember to include travel medical insurance as part of your planning process.   Our provincial medical plans only cover a fraction of…

Tracey Marshall March 13, 2020 Uncategorized Read more

A Volatile Time

Reasons Not To Invest Concerns about the coronavirus (COVID-19) has dominated the headlines over the last couple of weeks. Equity markets around the globe have surged in all directions as investors try to gauge the global economic impact. In times…

Tracey Marshall March 10, 2020 Uncategorized Read more

Coronavirus And The Markets

Coronavirus Infecting your Money? The spread of Coronavirus has caught the attention of investors; stock prices have wobbled; industrial commodity prices have dropped, and bond prices have surged.  Companies are now beginning to warn that the coronavirus outbreak in China…

Tracey Marshall February 21, 2020 Uncategorized Read more

Until Debt do us Part

Today is supposed to be the most romantic day of the year; don’t kill the mood because of your poor money management skills! A recent survey found that 71% of respondents have ended a relationship because of their partner’s lack…

Tracey Marshall February 14, 2020 Uncategorized Read more

Mutual Fund Fees Broken Down

As your 2019 investment statements start to trickle in you may notice it includes a breakdown of fees paid to your investment dealer.  This regulatory requirement came in to affect a few years ago whereas Mutual Fund companies and dealers…

Tracey Marshall February 7, 2020 Uncategorized Read more

RRSP Season is Here

Tis the Season – RRSPs 101 A Registered Retirement Savings Plan (RRSP) is not an investment in itself; but rather an account that you hold investments within.  An RRSP is not tax-free, it is a savings plan that allows you…

Tracey Marshall January 31, 2020 Uncategorized Read more
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