Tracey is an accomplished professional with 20 years of experience in the financial services industry working directly or indirectly with personal, commercial and corporate clients to help them achieve their financial goals. A demonstrated passion for increasing financial fitness coupled with lending and risk management experience led to the establishment of Bissett Financial Fitness Inc.
As President and Chief Financial Fitness Trainer, Tracey works with clients to help them understand and improve their level of financial fitness with a goal of increased confidence using their financial skills so they can be successful in their financial life. She works with people of all ages, focusing on youth and young adults, as well as engages with companies and not-for-profit entities in various capacities including one on one coaching and contracts focused on financial services and risk management assignments. In addition, she teaches and leads speaking engagements to increase financial fitness awareness.
Financial fitness also known as financial literacy means having the knowledge, skills and confidence to make responsible financial decisions. Just like physical fitness, your level of financial fitness may be starting to learn the basics about money, novice to expert budgeter or becoming a more sophisticated investor. Everyone’s financial fitness level is individual and unique. Just like your health, being financially fit enables you be successful in your life. I consider financial fitness to be fundamental life skill and am passionate about helping people improve their level of “fitness”.
A native of Nova Scotia, Tracey completed her Honours Bachelor of Commerce Degree at Queen’s University in Kingston, Ontario and Masters of Business Administration Degree at Dalhousie University in Halifax, Nova Scotia. In 2007, Tracey furthered her financial education by becoming a CFA Charterholder.
Tracey enjoys giving back the community and actively volunteers with the United Way of Toronto & York Region, Big Brothers and Big Sisters of Toronto as well as Junior Achievement of Central Ontario.