Tracy Wray, CFP

With over 15 years experience in the financial industry and as a business owner, Tracy has a wealth of knowledge about personal and businesses finances.

We wanted someone who could look at our whole financial picture and we found Tracy to be very professional and knowledgeable about financial planning, it was quite a relief to find someone we could trust.

Tracy is easy to talk with and will continue to prepare our taxes, hopefully for many years.

 Jerry & Karyn Walker

Ken and I have trusted Tracy with our finances and taxes for the last several years. She is efficient, ethical, and quick. I had some changes to make from previous years and she took care of everything so I didn't have to worry about it. Working with Tracy has saved us time, headaches, and a lot of hassle. We appreciate her skills and professionalism. 

Jennifer Shymanski &

Ken Dobbyn

Certified Cash Flow Specialist Designation

Achieved in 2014. The designation program helps financial professionals become fluent in behavioural spending concepts, debt management, and cash flow formulas.

Email: tracy@vvfs.ca

Phone: 204-724-0233

Vision Statement

To be recognized as a professional financial coaching, bookkeeping, and tax preparation service, supporting our client’s success personally and in business.

Certifications

Testimonials

Mission Statement

To help you prosper by providing personal and business financial coaching, bookkeeping, and tax preparation services in Westman and virtually across Canada, saving you time and money!

We came to Tracy Wray to look after our income tax returns as we weren’t sure our last returns were completed accurately and capturing all the deductions we were entitled to. We are confident in Tracy’s ability to file our returns promptly and correctly and would be happy to recommend her services to others.  We appreciate Tracy's straight forward and open personality when meeting with her.

JIM & JOYCE LUKIN

Our HIStory

Serving Westman since February 2018, we have now evolved into Valleyview Financial Solutions. We offer financial coaching, virtual and local bookkeeping, and personal income tax preparation.

Certified Financial Planner designation

Achieved in 2009 and remains in good standing. CFP certification is considered the standard for the financial planning profession worldwide. Verify the credential by clicking the image above.