Tracey A. Minshull
Having over 25 years office management and administrative experience in the Financial Planning industry, I bring extensive knowledge, along with first-class client service, not just to the Apex team, but to the industry as a whole. I take the time to ensure that all order processing, from insurance applications and medical requirements to investment processing and placing trades, are completed accurately so that you have a stress-free experience as you begin to realize your financial goals and life aspirations.
Of course, I do take time for my own goals, which often involve spending time with my family (husband, two adult children, and three very adored grandchildren) at our lake property in BC, enjoying boating, swimming, and golfing. However, like any true native Calgarian, I enjoy spending time at my Calgary home, gardening, scrapbooking and seeing my own goals come to life.