Tracey Lacroix

Tracey joined Nicola Wealth as part of the expansion into Toronto in 2015. Working closely with and supporting the advisors as the firm’s client base grew, Tracey’s interest pivoted from a broader holistic offering to a more focused area of philanthropic planning, leading her to join the Nicola Wealth Private Giving Foundation team in 2021.

Not only is Tracey passionate about supporting clients' charitable goals, she is also committed to giving back in the community. As a member of the Nicola Wealth Gives Back committee, Tracey helps organize opportunities for staff to participate in local volunteer programs for the charities the firm supports. The annual visit to Rose Avenue School, supporting LiftED’s March Math Camp, is always a favourite on the staff volunteer calendar.

Outside of work, Tracey enjoys travelling, spending time with her family, and can often be found on Saturdays volunteering at the Moss Park Market. During the summer months, she supports the Toronto Blue Jays, and in the winter, despite living in Toronto, is an avid Habs fan.