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TRACEY SWEENEY SCHENK
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TRACEY SWEENEY SCHENK, CFP
Financial Consultant
COBOURG, ON
Primary Business Phone (905) 372-0202
Toll Free 1-866-413-0390
tracey.sweeneyschenk@investorsgroup.com
Years with Investors Group : 7
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If you're retired or planning your retirement years, what can I do for you?
To help ensure that your investments continue to meet your needs throughout retirement, I will meet with you regularly to find the best ways to help you maintain the lifestyle you deserve while seeking the long-term preservation of your assets.
I can simplify your investment options for easier decision-making and better control, and work with you to develop estate solutions that will help provide peace of mind for you and your family.
As an Investors Group client, you'll be supported by the experience, resources and superior products that have helped make us one of the largest and most respected financial services companies in Canada.
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Professional Organizations and Community Involvement
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CERTIFIED FINANCIAL PLANNER, FPSC |
2010 - present
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walker, Weekend to End Breat Cancer |
2004 - 2008
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Guild Volunteer, Trinity College School |
2005 - 2007
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For your privacy and protection, we remind you that email is not for confidential inquiries. Please do not include any confidential information in your message (e.g. account numbers, credit card numbers, social insurance numbers, trade requests or other personal information).
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