Tracy P.

Tracy P. is an accomplished finance professional with extensive experience in leadership roles within investment and wealth management firms. Currently serving as Vice President of Professional Services at Infinite Investment Systems Ltd. since May 2023, Tracy has previously held key positions such as Head of Operations at CWB Wealth Management and Vice President at CWB Private Investment Counsel Ltd. With a strong background in investment administration at iA Investment Counsel Inc. and operational excellence at Leon Frazer & Associates, Tracy has consistently demonstrated expertise in managing operations and client administration throughout a robust career that began as Manager of Operations at MGI Securities Inc.