About Tracy
Tracy Reece, CFP®, is an Investment Planning Advisor with over 20 years of experience in financial services, including six years dedicated to financial planning for health professionals. She joined CDSPI Advisory Services Inc. in 2026 and serves clients across British Columbia.
Perspective on Working with Dentists
Tracy enjoys partnering with dentists and their families to create financial roadmaps that help them achieve their long- and short-term goals. She has a proven record of building trusted relationships with health professionals by collaborating closely to develop comprehensive plans that include investment strategies, portfolio structuring, and wealth and estate planning.
Education
- CERTIFIED FINANCIAL PLANNER® professional