Tracy Stewart
About Tracy Stewart
Tracy Stewart serves as the Executive Assistant to Mary Hope at Investors Group in Newmarket, Ontario, where she provides financial guidance and manages client accounts. She has over two decades of experience in financial services, including previous roles at BMO and current work at LCBO.
Work at Investors Group
Tracy Stewart has served as the Executive Assistant to Mary Hope at Investors Group since 2013. In this role, she provides direct financial guidance to clients and facilitates their needs by referring them to partners for financial planning, wealth advisement, and lending services. She is also responsible for opening new bank accounts for both new and existing clients, ensuring a smooth onboarding process. Her position requires strong organizational skills and a thorough understanding of financial services.
Previous Experience at BMO
Before joining Investors Group, Tracy Stewart worked at BMO for over a decade. She held the position of Financial Services Coordinator from 2000 to 2011, where she managed client accounts and provided financial support. In 2012, she briefly served as a Financial Services Manager for 10 months, further enhancing her expertise in financial services and client management.
Current Role at LCBO
In addition to her role at Investors Group, Tracy Stewart has been employed at the LCBO as a Customer Service Representative since 2013. In this position, she handles report processing and provides customer support, contributing to the operational efficiency of the store. This dual role showcases her ability to manage responsibilities across different sectors.
Education Background
Tracy Stewart attended Brockville Collegiate Institute from 1985 to 1989. This educational background laid the foundation for her career in financial services and customer support, equipping her with essential skills for her future roles.