Education/Designations:

  • Bachelor of Commerce – Dalhousie University
  • Life and Accident Sickness Insurance Agent License*
  • Canadian Securities Course – honors

Tracey LeRoy

Associate Financial Advisor
B. Comm

Tracey has been working in the financial services industry for over 20 years. She spent two years in research at Deloitte & Touche before beginning her career with a financial planning firm in 1996. In 2006, after working as manager of operations for several years as well as being actively involved with the Firm’s investment committee, Tracey joined David’s Shaw’s team as an associate financial advisor. Working closely with David and his clients, she assists in the development, implementation and monitoring of client’s comprehensive financial plans. In 2013, David and Tracey joined with Peter Buckley at the firm of Buckley Patterson Shaw Securities Inc. / Worldsource Securities Inc. Tracey continues to enjoy playing a role in the success of the Firm’s clients.

On a personal note, Tracey is married to Bill and they have three young children, Ella, William and Jessica. Tracey enjoys spending time with her family, summers on the peninsula, running, skiing and travelling.

*Insurance products and services offered through Peter J Buckley Inc.