Our Team

Tracey A. Minshull

Office Manager

403-243-2390
403-243-3486
1-888-544-5227

 

Having over 25 years office management and administrative experience in the Financial Planning industry, Tracey Minshull brings incredible knowledge, along with first-class client service not just to the Apex team, but to the industry as a whole. When entering the Apex office, clients are greeted by Tracey's warmth and genuine care for helping them achieve their goals. Tracey ensures that all order processing from insurance applications and medical requirements to investment processing and placing trades are completed properly so that all of Apex clients have a stress free experience as they begin to reach their financial goals.

Of course, Tracey does take some time for her own goals, which often involve spending time with her family (husband, two children, and a much adored grandson) at their lake property in BC, enjoying boating, skiing, and golfing. However, a true native Calgarian, she also enjoys spending time in her Calgary home, gardening and scrapbooking.

 

 

Benefit Statement:

What we do is to maximize your asset gearing across various financial instruments, so that you can achieve greater leverage on your wealth creation. This means that you can reach your financial destination on time, whilst reducing unforeseen risk along the way.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved