Tracey Rompain, CFP®, CEA, EPC
As a Certified Financial Planner®, I take pride in helping you develop all aspects of your financial planning needs. Financial planning is an evolving process that changes throughout the stages of your life and should be adaptable to your personal situation. Whether it be buying your first home, retirement income planning, lifestyle protection or developing a comprehensive estate plan, I can assist in developing and maintaining your Personalized Wealth Management Strategy.
I entered the financial services industry in February 1997 and quickly learned that I have a passion for this business and for helping clients achieve financial success. I completed my Canadian Investment Funds Course and insurance licensing in 1998, Branch Manager Course in 2001, Certified Financial Planner in 2005, Elder Planner Counsellor in 2007 and Certified Executor Advisor in 2017.
Education in our industry is paramount and we are required to complete annual education requirements to provide you with better service and advice as things change within the industry.
I look forward to helping you achieve your goals and Live Your Dream.
Certified Financial Planner™
Elder Planning Counsellor
Investment Planning Counsel
The Royal Oak Team