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Tracey Gard, Financial Advisor

FINANCIAL ADVISOR
Tracey J Gard

2225 Guthrie Road, Ste#5, Comox, BC V9M 4G1opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Wealth strategies
  • Wealth protection strategies
  • Estate and legacy strategies
  • Sustainable Investing
  • Education savings strategies

About Tracey

Investing is about so much more than buying a collection of stocks, bonds and mutual funds and hoping they do well. The beauty of investing is that you can put your money to work so you can afford the things in life that are important to you – a comfortable retirement, a good college for the kids, a vacation cottage by the lake, a well-funded legacy.

It starts with your vision. We'll spend a good deal of time exploring what you want your, and your family's, future to look like. It's your job to share your dreams and your lifestyle and...

Work History

  • Edward JonesNovember 2013 to Current

Personal Interests

  • Golfing
  • Traveling
  • Pets

Team Members

  • Karen Provost
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Phone

(250) 890-0997

Fax

(855) 786-5609

Office Address

2225 Guthrie Road
Ste#5
Comox, BC V9M 4G1opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More