Tracy enjoys helping advisors with their cases from start to finish. She applies her extensive know-how to help design the case, and provide solutions that meet the needs of both the advisor and their client. Her excellent communication and interpersonal skills are valuable assets in supporting advisors, particularly those working in the advanced markets.
Tracy refined her client relationship skills working in a long-term care facility where she was exposed to the issues facing families and residents. It was this experience that made her acutely aware of how insurance products can provide solutions in people’s lives. Her analytical skills, integrity and trustworthiness help her build valued relationships with advisors in the Managing General Agency (MGA) and National Accounts channels in Calgary and Saskatchewan.
A graduate of the University of Calgary, Tracy earned a Bachelor of Science degree in chemistry. She is a member of Advocis and of CALU, and she is proud to be part of Sun Life’s team of professionals who help advisors grow their business.