Who We Are
Tracy Symington is an independent Senior Investment Advisor and a Financial Planner with HollisWealth®, a division of Industrial Alliance Securities. He holds a Registered Financial Planner (R.F.P.) and a Chartered Investment Manager (CIM) designations and he is a member of the Institute of Advanced Financial Planners.
What sets Tracy apart from other Investment Advisors is his expertise in providing tax management strategies to help investors minimize taxes and maximize their retirement income. His core belief is that mid to high net worth Canadians are not being well served by banks and brokerages. Tracy feels that everyone should have a Financial Plan which is monitored on regular basis and adjusted in response to any significant changes in your life or the markets.