Senior Investment Advisor, R.F.P, CIM
Tracy Symington is a Senior Investment Advisor, Registered Financial Planner (R.F.P.) and Chartered Investment Manager (CIM). He studied Engineering Physics for two years at Queens University before leaving to pursue a career in business. Tracy became a Chartered Financial Planner in 1991 and a Registered Financial Planner in 1997. He is a member of the Institute of Advanced Financial Planners.
Tracy is an independent investment advisor which means that he is licensed to deal in mutual funds, stocks, bonds, ETFs (Exchange Traded Funds), GICs, life, disability and critical illness insurance from all financial institutions. This puts Tracy in a unique position to select the best investment products to suit his clients’ needs, without instructions to sell specific products as is required by finacial planners working for specific institutions/banks.
Considerable years of experience has allowed Tracy to gain strong knowledge not only of financial planning but also of development of strategies which minimize existing and future taxes, reduce investment risk and maximize after-tax cash flow. Tracy focuses on development of financial plans specifically tailored to client individual goals and needs, retirement income planning, tax management strategies and estate planning. Even though Tracy is based in the Ottawa area, his client base is nationwide.
Ania Czesnik joined Tracy Symington in 2012 when she relocated from Toronto to Ottawa and brought with her a fresh perspective on client services. She oversees customer interactions with our organization and manages administrative side of our business as well as marketing communications. Her superb organisational skills combined with a well–rounded knowledge of the industry enables Ania to provide an exceptional client experience.
Ania graduated from Ryerson University in Toronto with Bachelor of Applied Science. Prior to joining Tracy, she has worked for financial multinationals such as Western Union Financial Services and HSBC Financial Services. In her extensive career she has managed numerous individual client and business portfolios and developed and implemented numerous marketing campaigns.
Matt Frenette joined our team in 2015 to refine and develop mathematical tools for analyzing historical investment trends, managing investment risk and projecting future portfolio returns.
Matt, a fluently bilingual graduate from Computer Science and Data Science programs at University of Ottawa, has since become an invaluable asset to our team. While maintaining his original duties and taking on special projects, Matt and Tracy are developing innovative cutting-edge solutions which are used to determine our clients’ goals, objective and risk factors. This information is used in the development of financial plans and the construction of customized investment portfolios.
Tracy's wealth of investment knowledge combined with Ania's client service and Matt's technical skills, ensure that our clients get the best possible client experience which is tailored to meet their individual goals and needs.