Tracy Weeks

Bachelor of Commerce (BComm) - Associate Advisor - Langley Office

Tracy Weeks, joined Everything Financial March 2019 as an Associate Financial Advisor at our Langley office. Tracy has over 20 years of experience in the Financial Services Industry in various customer service and business development roles. After graduating from UBC’s Commerce Program in 1993, Tracy worked for TD Canada Trust downtown for a few years assisting retail clients with loans, mortgages, and their investment portfolios. In early 2000, while looking for a new challenge, Tracy joined the pooled fund group of Connor, Clark, & Lunn’s Institutional division, coordinating asset transfers for large institutional pensions. In 2004, Tracy began at Goodman Investment Council Ltd, working as VP of Business Development for Dynamic Funds Ltd. Tracy spent her years at Dynamic Funds meeting with financial advisors sharing market updates, client solutions, investment strategies, and practice management tools. After the arrival of her second child, Tracy took some time away from the corporate world to enjoy her young family, while working part-time for the Canadian Foundation for Economic Education’s TWOKAM “Talk with Our Kids About Money “ initiative, introducing educators and parents to financial literacy resources for Canadian Youth. Currently, while mentoring under Peter, Tracy is working towards her CFP designation.      In her free time, Tracy enjoys being a soccer mom, attending ballet recitals, spin classes, golfing, and travel adventures with her family.