Tracy Piercy and her MoneyMinding programs are “happily helping people get rich and become philanthropists,” says Mark Victor Hansen, co-author of Chicken Soup for the Soul.

Tracy Piercy, CFP, delivers an inspirational lifestyle approach to personal finance. A Certified Financial Planner with 16 years in the industry expertise spanning in insurance, banking and investments, and as a top producing investment advisor for CIBC Wood Gundy. Tracy saw a gap between conventional teachings and client reality so developed programs to go beyond mere financial planning to provide possibilities without sacrifice through her inspirational lifestyle approach.

She has taught the industry-required courses for financial advisors and consulted with industry regulators and financial institutions. This gave her ample opportunity to refine the alternative methods and messages needed to help explain the financial success planning and coaching concepts to her audience. Her perspective comes from personal financial success as well as great financial loss and the frustrations of starting over. She is proof that succeeding financially is not about sacrifice: it is about individual strategies based on universal facts, about finance and about you!

Tracy shares a collection of exercises on developing mindset for financial success in her book, Englightened Wealth and over 50 specific immediate action tips to help you expand financial possibilities in your life in her new book, The 12 Simple Steps of MoneyMinding.  She is an international speaker and has been featured on radio, television and print throughout North America.

Tracy donates a percentage of all her earnings to charitable causes and is an advocate of philanthropic activities as well as delivering empowering messages that encourage individual success. The MoneyMinding Foundation was founded to support financial literacy and empowerment programs. 

Thank you for your confidence and commitment – together we can make a difference!!