ABOUT TRACY PIERCY Tracy Piercy, CFP - Personal » View Here Tracy Piercy, CFP - Professional  Founder & CEO » View Here

   It’s more than just missed education…  listen here!

Financial Literacy Consulting
For companies, financial institutions and education providers. Find out about training, program design, customized tools, marketing programs with financial education, corporate integration and content development for your unique circumstances.  

Some past clients are: Credit Union Central of BC; BC Securities Commission; Investment Dealers Association (now IIROC Canada); Sunlife / Clarica; Coast Capital Savings Credit Union; Investors Group; Burnaby Board of Trade; BC Institute of Technology; Capilano College; Camosun College; University of Victoria; Canadian Securities Institute; Canadian Institute of Financial Planning.  

Please call or email to discuss your project personally:
info@moneyminding.com or 877-764-6444

Private Individual Assistance
Would you like a personal consultation or strategy session?  I offer:

• Complete profile and action plans
• Hourly consultations
• 20-minute strategy sessions to answer your personal and immediate questions

For rates and to book a private session by phone, please call or email: 
info@moneyminding.com or 877-764-6444

Within that context, the programs enable you to start from wherever you are today financially and follow the same easy revolving steps.

Training Financial Professionals ~Working Together with Clients
MoneyMinding trains and certifies advisors from all areas of personal finance (investment, insurance, tax, planning, lending, law, real estate, business) to integrate the psychology of wealth with universal financial planning strategies. Clients complete the MoneyMinding Makeover in their own time using it to guide their financial decisions. By building a solid foundation of skills, developing a success oriented mindset and assembling a team of professional support people, MoneyMinding delivers exceptional results for both the financial professional and their clients.

MoneyMinding is about possibilities, not sacrifice; not save more; get higher returns; reduce your expenses. It puts you in control and in the centre of your financial picture. It guarantees you results beyond the box!!

» Download our Corporate Brochure here for more information

» Corporate information here

MoneyMinding is:

• The Missing Piece to Conventional Money Teaching
  
• The Missing Link Between Financial Professionals and Their Clients
  
• Closing the Gap Between You, Your Goals and Your Financial Decisions
  
• A Proven Educational System Covering Every Area of Personal Finance Using Day-to-Day Transactions Benefiting Both Financial Professionals & Consumers

Bringing Financial Literacy to Everyone
In tandem with MoneyMinding International Inc., Tracy established the MoneyMinding Foundation, a registered charity that provides financial literacy education and empowerment to people who otherwise could not access this information. Foundation recipients can be certified on the MoneyMinding programs alongside financial professionals, providing a unique opportunity at all levels of the economy.

» More information here 

CORPORATE REQUESTS

Whether you are a financial institution or not, we provide training and support and wholesale pricing for corporate or larger groups. MoneyMinding also has financial literacy and behavioral finance content and programs available for licensing and white-labelling.  For more information on our products and programs, please visit the MoneyMinding Store or the MoneyMinding Contents pages.

For custom content development or financial literacy / behavioral finance consulting or marketing initiatives, please contact us directly to discuss your project.

If you would like to book Tracy Piercy to speak to your group or organization, please visit our Media Room or contact us for details.

Also, MoneyMinding International Inc. and the MoneyMinding Foundation are actively partnering with congruent companies to expand the positive, expansionary financial literacy message. Contact us to donate or for co-marketing opportunities.

» Contact us here

» Visit our Media Room here

CURRENT AND PAST CLIENTS

We work with companies and individual clients from a variety of backgrounds. The following list represents companies we have worked with for individual or corporate training and consulting purposes: