Tracey PartridgeClient Service Manager
Tracey moved to the lovely community of Sherwood Park from Prince George, BC in December 2006 with her husband Kevin and their three children. In January 2007 she began work with Jerry Zakariasen as a full-time Client Service Specialist and began a new, but familiar journey in financial services.
Tracey has held her mutual funds registration since 1998, but was interested in pursuing more extensive education in the field. To accomplish this Tracey attended the College of New Caledonia in Prince George part-time from September 2001 to April 2003 to obtain a certificate in Financial Planning. This certificate program ran concurrently with her enrolment in the Canadian Securities Course. Tracey was able to complete the Canadian Securities Course with honors in April 2002 and from there went on to pursue the Professional Financial Planning course from the Canadian Securities Institute and graduated with Honors in March 2003.
Prior to relocating to Sherwood Park, Tracey worked for the Credit Union system in Prince George for over 14 years. While working at the Credit Union, Tracey held a variety of roles, all of which revolved around providing excellent client service to everyone, regardless of their account size. Her philosophy regarding Lifetrek Financial Group’s clients is no different and she strives to provide excellent service every day.
When not in the office, Tracey's hobbies include camping, curling and ringette.