|
|
TESTIMONIALS


As a MoneyMinding®
Marketing Partner
|
“The
MoneyMinding service
is brilliant. The genuine passion for the message is a huge asset to
help me add value to my clients. It is a positive, personal way to keep
them engaged with their money in a way that enhances the level of trust
and commitment I provide them as their advisor.”
~ Paul
Stehelin
Stehelin Financial
|
 |
 |
“Advisors
wishing to build trust and long term client relationships will
benefit from the third party financial education platform developed by
Tracy and
her team. Better educated clients invest more, provide more referrals,
and have
fewer financial crisis.”
~ Peter Ian
McArthur, CSA
Plaza Financial
|
|
“MoneyMinding
provides the financial fundamentals we all should have learned, but
didn’t. The information helps my clients make decisions
about all aspects
of their money on a day-to-day basis – not just the work we do
together.
The end result is a more open relationship with a more confident
client,
resulting in a better overall financial planning process to assist the
client
in reaching their goals.”
~ Rod
Rezka
|
 |

As a
Real Estate Investor /
Consultant
|
“I
teach people about real
estate investing. I
would never talk
to people and be hands-on about their finances –
that’s not
my job. But
as people begin to invest in
real estate, they need to know how to manage their wealth.
MoneyMinding
provides the curriculum,
the information and the coaching they need.”
“This
is an incredible value-added tool for the RENG program.”
~ July Ono,
On the Beach Education Corp.
|
|
"If
Tracy can do it, so can I." Those words go
through my
head when I am about to embark on a project that requires a financial
stretch. As an avid real estate investor, I often find I'm in the need
for large sums of money, when I can't even find $20.00!
Tracy
walks her talk when it comes to 'finding money'. She assures
me
its easier to find 450,000 than 20.00! She takes
you
outside the box in a very easy way. Her thinking is creative,
strategic, practical and safe.
Thanks Tracy for
not only empowering me so that I can do it, but actually giving me the
confidence, tools & direction to DO IT!
~ Gail
Watson, eXtra Contact
|
|
"When my clients are part of MoneyMinding, I don’t have
to spend as much time going over the basic fundamentals.
They are more knowledgeable and more
strategic about their money. Better yet,
they show a willingness to improve both their finances and their
quality of life.
MoneyMinding
members know that success and creating wealth is a behaviour –
it’s not an accident, and it’s not just about getting
the best returns."
~
Grant Simpson, Professional Investment Services
|

As a
MoneyMinding Mastery
Participant
|
“I am an MBA graduate, and I
have spent the last 6 years in
school learning about business and learning how to read and analyze
financial
statements. However, as I was taking the MoneyMinding Mastery course, I
literally realized that I had no clue about anything to do with money! Being 26 years old, I have lots of dreams and
goals for my life, and until I finished the class, I did not realize
that I had
to link my goals and dreams with a financial plan.
In fact, I had no idea there was an
entire
industry available to me that can help me achieve financial
independence and
can service me right now, at this point in time, in my life. I now understand how important it is to work
with a financial professional, and I enjoy learning about what products
are
available to best suit my lifestyle. This course really helped open my
eyes and
give me direction for my life.”
|
 |
|
"While
I feel I am
on track in the areas of sequencing, finding the right advisors for my
overall success plan, having my money work for me and keeping my money
practice in line with my values, I am constantly looking for
like-minded professionals to join forces with… review and
updating should keep me on track in these areas.""
|
|
"I would not have attempted this new venture without the
confidence and out of the box thinking provided by the MoneyMinding
training. MoneyMinding has given me the support, the networks and the
out of the box mindset that moved me from the paycheck-to-paycheck
mentality to the concept of Financial Independence."
Thank you MoneyMinding Team.
~ Moira Gardener, Cocoa Bean Heaven
|
|
"It is absolutely brilliant. It's
all here and all organized in a way that
logically makes sense. Fantastic
- if I
had the time, I would have
loved to put something like this together - only I wouldn't have
thought of so many extra details. It's
exactly what we need."
~ Allen
Chisholm, Sterling Mutuals
|
|
"It is amazing to me, yet accurate to say,
that Tracy Piercy and MoneyMinding have guided us to revolutionize our
finances. In six months, when dealing with the flow of money in our
lives, my husband and I have moved from chaos and anxiety to calm
control and predictability. Life-long goals that previously seemed
ridiculously out-of-reach are now clearly possible. Tracyâs calm,
straight-forward, of-course-you-can-do-it manner, combined with her
broad-scoped skills and knowledge, continue to support and encourage us
to reach for what we really dream about doing."
~ Nicole, Writer and Consultant
|
"I learned 3 important
things I can do to create new financial opportunities on the first day
alone. Brilliant and practical information that everyone needs!"
~
Sharon
Hall, Jamison
Palmer Group Coaching & Consulting
|
|
"MoneyMinding is allowing me
to spend my money in a way that values my life."
~ Pricilla, HR
Manager
|
|
"MoneyMinding exceeded my
expectations. It not only expanded my financial knowledge, it opened my
mind to the multitude of opportunities available to each and everyone
of us. Tracy walks her talk - her mission to help people take charge of
their financial future is loud and clear."
"A BIG THANK YOU!"
|

As
a Consultant
|
“I was spending a lot of
time
educating people on my own.
With
MoneyMinding, it’s all there, plus it streamlines and puts a
system around that education, freeing up time where I can service
existing clients and find new ones.”
“I
believe MoneyMinding will add
value to my clients, my business and personal life, and give me
credibility and uniqueness in my industry.”
~ Shari
Molchan,
Molchan Financial
|
|
It
is amazing to me, yet accurate to say, that Tracy
Piercy has guided us to revolutionize our finances. In six
months, when dealing with the flow of money in our lives, my husband
and I have moved from chaos and anxiety to calm control and
predictability. Life-long goals that previously seemed
ridiculously out-of-reach are now clearly possible. Tracy's
calm,
straight-forward, of-course-you-can-do-it manner, combined with her
broad-scoped skills and knowledge, continue to support and encourage us
to reach for what we really dream about doing.
~ Nicole,
Writer and Consultant
|
|
I
left feeling really EXCITED about my financial
future. If my reaction is an indicator, you are on the right
track. You have been blessed with special talents and you are
using them.
|
|
I
just wanted to say how much I appreciated your strength,
clarity and determination at our meeting today.
|
|
Once
again, a tour-de-force. I really do think one
of your innate gifts is teaching÷you put across concepts
I've
read about for years in a way that feels real and applicable (the way
you relate the principles to your own application is especially
powerful).
~ Julia,
Personal and Life Coach
|
|
I
truly hold you as an exceptional role model of a woman
who is walking the walk. Your communications are always stimulating,
challenging, and above all, caring. In the world of financial planners,
you are somewhat of an anomaly to me, and I know that is why I trust
you.
|
|
Your
professionalism and in-depth knowledge was amazing
and your practical talents are awesome.
|
|
I
think your MoneyMinding program is great - I went through
it, but am going back to review. You offer such great information and
you package it so it's simple and easy to understand. I appreciate that!
~ Lisa
Rickwood, Small Biz Stress Buster
|

As
a Teacher
|
I
found Tracy Piercy to be very well informed and very
approachable. I appreciated her personable style combined with her
depth and breadth of knowledge and expertise. As well, her sensitivity
to my needs was invaluable as I maneuvered through the millions of
decisions and piles of paperwork to purchase my first piece of real
estate. I sense that we have similar values and ethics about work and
supporting other women in the larger community. I would and do
recommend her to my friends and colleagues.
~ Joan
Schwartzenberger, M.Ed., Registered Clinical Counsellor
|
|
Thanks
for providing a lot of useful information that will
help me make a more informed decision about my future career
direction. Having some experience as a teacher myself, I know
how
difficult it is to relate theory with reality and to keep it
interesting at the same time. You were able to do that very
well. Your enthusiasm and passion for your profession are
inspiring.
~ Dave,
Student (Financial Planning Fundamentals, UVIC)
|
|
Thank
you for your devotion to your work and beliefs. Your
talent for sharing is unsurpassable.
~ Odette,
Participant (Seven Strategies for Investment Success)
|
|
I
was so encouraged by your presence and your
compassionate expertise.
~ Nancy,
Participant (Working Your Way Out of Debt Workshop)
|
|
This
is an exciting topic for me and the best part was my
instructor's enthusiasm. It is so nice to be taught by
someone
who truly loves to teach. The exchange of learning is far more
valuable. This class has ignited the flame in my head to fully
grasp all the concepts. Personable instruction makes for a
comfortable environment. Ability to relate to her students
with
humour. Comprehensive with detailed explanations.
~ Student
Feedback (Practical Financial Planning Course)
|
|
Informative
and enjoyable. Excellent, thought
provoking. Got me thinking one-step at a time! Tracy,
you're
great. Thanks!
~ Participant
Feedback (Retirement Minding Seminar)
|
|
A
comfortable climate was created÷felt safe,
relaxed and able to freely participate. Powerful. Flowed
smoothly. Fun, creative.
~ Participant
Feedback (Encouraging Possibilities Workshop)
|
|
I
was inspired by the possibilities you
presented. Very thought provoking, informative; opened up a
number
of practical application channels. The material was very
insightful.
~ Participant
Feedback (MoneyMinding Workshop)
|

As
a Speaker
|
My
mother saw you speak at the Women's Evening Edition at
Lambrick Park Church. She said you were excellent and shared
your
story with me. I found it so amazing I had to get in touch with
you. As a young person it is very important to manage your
finances properly and being your way to financial freedom. The
principles you have introduced to me have really changed my frame of
thinking as far as money is concerned. I am looking forward to learning
more from you in the future.
~ Danell,
Artist/Stylist, Fashion Industry
|

As
a Writer
|
Your
newsletter is nothing short of WONDERFUL! Thank
you for including me on your distribution list.
~ Anat,
Senior Recruiter, Personnel Department
|
|
Just
read another amazing edition of your newsletter. As
usual, I was totally inspired and I am sitting down in a moment to
write out my goals. Being a regular goal-setter, I would've
done
that anyway, but your newsletter gave me more food for thought and more
depth to goal-setting. Thanks Tracy!
~ Anat,
Senior Recruiter, Personnel Department
|
|
You
continue to astound me. I appreciate the personal
content of your dialogue while you share.
~ Corinne,
Vice President, Investment Advisor
|

Success
starts now! Grab
our free report and fast action tips here!

|
|