Tracy Boutet

Tiny TracyClient Service Associate

Tracy’s work in the financial industry began several years ago working in client services with TD Canada Trust where she was responsible for branch administration and client relationship management.  Her interests in investments led her to a position as a Financial Services Representative where she gained valuable investment and banking experience.  Tracy went on to become a Financial Advisor where she fostered client relationships and facilitated investment solutions.  As Client Service Associate, Tracy is assisting with new client documentation, client account maintenance, and facilitating payment and contribution requests.