Tracy’s favourite quote:

“Sometimes you will never know the value of a moment, until it becomes a memory.”

– Dr. Seuss

Tracy Trotter

Client Services Manager

What I am most proud of in my 25 years working with Ron and our team is the relationships we’ve built.  I’m a people person, and I love getting to know our clients, who feel like they have become family.  I take great pride in the unique family feel we’ve created.

I first met Ron during my time as Assistant Manager of the Comox Valley Chamber of Commerce.  He always stood out as a well-liked and respected professional in the community, which led me to approach him about joining him in the financial industry.  Over the last 2 decades, I have been able to mold my role into a great combination of elements that I’m passionate about and allows me to fully support our clients. I am both securities and insurance licensed, and today as our Client Service Manager, I’m responsible for all elements of our client experience with the licensing and knowledge to back it up.

It’s incredible to see what started as a two-person team, grow into the dynamic group we have serving our clients today.  I take client retention and satisfaction very seriously. It’s important to me that our clients know that we have their best interests at heart, and they will be well taken care of.

I grew up on a farm and still consider myself a farm girl at heart. Growing up this way gives you an appreciation for the simple things and respect for hard work. I never minded getting my hands dirty, and still don’t.  I’ve had strong family role models throughout my life which has taught me the value of investing in and building relationships.

When I’m not at the office, you’ll find me outside. I love skiing, mountain biking and running, even completing a few half marathons.  For my family life, it’s always been about creating experiences and adventures for my two, now teenaged sons, exposing them to all the activities the Comox Valley has to offer.  I love that they share my love of skiing and riding, of course now I have trouble keeping up with them. When not enjoying the great outdoors, I love curling up with a good book or puttering in the garden.

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