Tracey Marshall
Tracey Marshall’s passion lies in helping people build wealth by giving them their financial power back. Her process, The Money Tree, helps people build a solid foundation that provides them with financial security for the rest of their lives.
Designations and Special Skills
25+ Years of Experience, Certified Financial Planner (CFP) , Certified Cash Flow Specialist (CCS) , Elder Planning Counselor (EPC) , Certified Divorce Financial Analyst (CDFA), Life, Accident & Sickness Insurance Agent, Mortgage Agent.
Contact Request
Products or services related to investments, investment recommendations, financial planning, retirement planning, and investment reviews are provided through our mutual fund dealer Security Financial Services and Investment Corp.
4665 Yonge Street, Suite 309, Toronto, ON M2N 0B4 t 416.964.0440