BIOGRAPHIES
About
Tracy Piercy
Tracy
Piercy, CFP - Personal
» View Here
Tracy
Piercy, CFP - Professional
Founder
& CEO
» View
Here
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My
Thoughts on Financial Literacy...
It’s more than just missed education… listen here!
Financial
Literacy Consulting
For companies, financial
institutions and education providers. Find out about training, program
design, customized tools, marketing programs with financial education,
corporate integration and content development for your unique
circumstances.
Some past clients
are: Credit Union Central of BC; BC Securities Commission;
Investment Dealers Association (now IIROC Canada); Sunlife / Clarica;
Coast Capital Savings Credit Union; Investors Group; Burnaby Board of
Trade; BC Institute of Technology; Capilano College; Camosun College;
University of Victoria; Canadian Securities Institute; Canadian
Institute of Financial Planning.
Please call or email to discuss your
project
personally:
info@moneyminding.com or 877-764-6444
Private
Individual Assistance
Would
you like a personal
consultation or strategy session? I offer:
- Complete
profile and action
plans
- Hourly
consultations
- 20-minute
strategy sessions to
answer your personal
and immediate questions
For
rates and to book a private session by
phone, please call or email:
To book a private session by
phone, please call or email:
info@moneyminding.com or 877-764-6444
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