Life’s Journey Financial Services is about just that... Life’s Journey.
We pride ourselves on a multi-generational approach to family financial planning. Life is about change, growth, discovery, transformation and continuously expanding your vision of what is possible. It's about shaping your life story, and dealing with challenges along the way. Our investment, insurance and estate planning services, along with a strong professional network will allow us to help you every step of the way.
With a business based on honesty, integrity and strong family values, we continue to build long-lasting relationships with our clients and community.
Please feel free to drop by or give us a call. The door is always open . . .
" Professional advice, with a personal touch "
Tracy is a foodie. Nothing makes her happier than filling the bellies of her grown children and their friends. Tracy and her husband Tim enjoy entertaining in their beautiful farmhouse, where she grew up in rural Uxbridge. Never one to sit for too long, she stays active, and loves to play games. Her competitive nature keeps everyone around her on their toes. Tracy holds a B.A. from Queen’s University and is a Certified Financial Planner. With 30 years experience in the investment and banking field, she’s enjoying watching her clients grow and realize dreams. Speaking of dreams . . . with her love of fine wine, Tracy’s bucket list includes becoming a Sommelier and travelling the World (once those kids move out!).
TRACY EVANS B.A. CFP RiA
TONIA FERGUSON CB CPB
Tonia has deep roots and strong family values. Along with her husband Bob and their daughters, the Ferguson’s are well known for their community involvement. Tonia grew up on a farm in Uxbridge and loves spending time outdoors. She recently dusted off her beloved baseball glove and joined forces with a local fun league. Tonia is a Business Administration graduate and she is qualified to offer Mutual Funds and Life Insurance products and services in the province of Ontario. With 26 years experience in accounting and finance, she enjoys “crunching” numbers and helping people. Tonia has a great listening ear, and a keen interest in Mental Health. Quiet time doesn’t happen often, but when it does, she enjoys curling up with a good book.