Tracey West CLU®, QAFP®, RRC ®

Financial Planner
Investment Representative

Meet Tracey, your dedicated Financial Planner and Investment Representative with a wealth of experience and accolades.

With a career spanning 19 years, Tracey is a Licensed Financial Security Advisor, specializing in an array of financial services, including Group Benefits, Corporate and Personal Life Insurance, Investments, and Mutual Funds. Most recently she has developed a passion for building customized financial plans. Her commitment lies in crafting personalized portfolios that cater to the unique needs of each individual or group.

Notably, Tracey was recognized by the Insurance and Investment Journal in 2016 as one of the Top 50 Women of Influence in Canada’s financial services industry. Over the past three years, she has achieved prestigious designations including CLU (Chartered Life Underwriter), QAFP (Qualified Associate Financial Planner) and RRC (Registered Retirement Consultant).

In addition to her impressive professional journey, Tracey is proud recipient of the Marie Green Annual Business Excellence Award 2021/2022. This award was started in 2001 in memory of lawyer and businesswoman Marie Green, an example of how much one could accomplish in business and life with enough determination and hard work.

Beyond her financial expertise, Tracey is a dedicated wife and mother of two, thriving on a busy life. She’s actively engaged in her community, serving on the board of the Labrador West Chamber of Commerce and as a Director of the Community Business Development Corporation Labrador (CBDCs). Tracey is also a nationally certified lifeguard.

Tracey’s unwavering dedication to her clients’ financial goals and insurance needs is truly commendable. Her business is on a continuous growth trajectory, fueled by her commitment to staying at the forefront of financial planning, adopting cutting-edge technology, and embracing new ways to provide top-notch service to her clients.

Tracey West is a true professional who combines knowledge, kindness, and a passion for excellence in her pursuit of securing her clients’ financial futures.

Tracey West CLU®, QAFP®, RRC®

Sarah Hoben

Advisor Support Associate
Office Manager

Sarah Hoben works alongside Tracey West in the Labrador office. After receiving her Office Administration certificate in 2005, Sarah worked at a local law firm as a bookkeeper and Office Administrator. Then took time to enjoy her family and be a stay at home mom raising her two boys. Sarah is back to work since January 2018.

She enjoys working in the financial industry. It gives her a great feeling to see clients happy, knowing they have security in their financial futures. She also intends to pursue studies to receive accreditation as a professional Executive Assistant in Insurance and Investments.

Office Address

1365 Nichol Adams Hwy Bld
Labrador City, Newfoundland
A2V 2K3 Canada

March 2024 market update

For the month ended March 31, 2024. Read our monthly update to find out what’s been moving markets....

Read more

Supporting your parents financially

It’s more common for people to support their parents financially due to a lack of retirement savings and parents outliving their savings. Combining government assistance with a financial strategy can maintain financial stability for both generations....

Read more

How to balance your career and caregiving duties 

If you’re balancing your career and caregiving, it’s important to seek help from your employer as well as your support network at home to help you mentally, physically and financially....

Read more

How to talk with aging parents about finances

There are several reasons why it’s important to talk with your aging parents about money. There are strategies to help make the conversations less awkward and more productive....

Read more

February 2024 market update

For the month ended February 29, 2024. Read our monthly update to find out what’s been moving markets....

Read more

The Sandwich Generation – Managing stress and finances

To successfully navigate the financial challenges of supporting your parents in the sandwich generation, having a financial strategy is essential. Consider Canada's government benefits and programs as well as community and family support....

Read more

Financial planning for widows

It’s important to plan how you’ll manage your finances both in the short term and the long term if your spouse dies before you do....

Read more

Financially preparing for the death of a spouse

Women may experience unique challenges when it comes to their finances after losing a spouse....

Read more

How much does divorce cost in Canada?

In Canada, average legal fees for divorce can run from $1,000 to $25,000, depending on your situation and your relationship with your spouse....

Read more

January 2024 market update

For the month ended January 2024. Read our monthly update to find out what’s been moving markets....

Read more