Tracy Stapleton
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Tracy Stapleton Email & Phone Number

Administrative Coordinator
Location: Calgary, Alberta, Canada 2 work roles 1 school
2 work emails found @ervenplanning.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 71%

Contact Signals · 2 work emails

Work email t****@ervenplanning.com
LinkedIn Profile matched
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Role
Administrative Coordinator
Location
Calgary, Alberta, Canada

Who is Tracy Stapleton? Overview

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Quick answer

Tracy Stapleton is listed as Administrative Coordinator based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at ervenplanning.com and a matched LinkedIn profile for Tracy Stapleton.

Tracy Stapleton previously worked as Administrative Coordinator at Investordna Wealth Management and Executive Assistant at Erven Planning. Tracy Stapleton holds Bachelor Of Education - Bed from The University Of Lethbridge.

Company email context

Email format at ervenplanning.com

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{first}.{last}@ervenplanning.com
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AeroLeads found 2 current-domain work email signals for Tracy Stapleton. Compare company email patterns before reaching out.

Profile bio

About Tracy Stapleton

Tracy has been in the Financial Services industry for 13+ Years. As the firms’ first point of contact, she holds the position of Administrative Coordinator. Tracy has a strong background holding positions in executive administrative roles for private wealth firms. Tracy also spend a great deal of her time volunteering at the Women’s Centre of Calgary and giving back to the community. As the heart and soul for client care, she is passionate about helping others. With a focus on improving everyday client experience, she will always provide a keen ear for listening to make sure clients feel valued and heard.

2 roles

Tracy Stapleton work experience

A career timeline built from the work history available for this profile.

Administrative Coordinator

Investordna Wealth Management

Calgary, Canada Area

InvestorDNA Wealth Management is a Calgary-based firm that provides Investment, Insurance, Tax, and Financial Planning Services. We serve those who value ongoing trustworthy advice. We exist to strengthen financial confidence in our clientele, by using a thoughtful personalized approach achieved by a collaborative company wide effort.Our firm puts our clients' best interest first with our commitment to:● Independence● Fee-Based Advice● A Fiduciary StandardWe only take on new clients who believe we can help. To learn more about our firm or to get a second opinion on your retirement plan, contact our office today.

Sep 2018 - Jun 2019

Executive Assistant

Erven Planning

Calgary Ab

Oct 2005 - Mar 2018
1 education record

Tracy Stapleton education

FAQ

Frequently asked questions about Tracy Stapleton

Quick answers generated from the profile data available on this page.

What is Tracy Stapleton's role at their current company?

Tracy Stapleton is listed as Administrative Coordinator.

What is Tracy Stapleton's email address?

AeroLeads has found 2 work email signals at @ervenplanning.com for Tracy Stapleton.

Where is Tracy Stapleton based?

Tracy Stapleton is based in Calgary, Alberta, Canada.

What companies has Tracy Stapleton worked for?

Tracy Stapleton has worked for Investordna Wealth Management and Erven Planning.

How can I contact Tracy Stapleton?

You can use AeroLeads to view verified contact signals for Tracy Stapleton, including work email, phone, and LinkedIn data when available.

What schools did Tracy Stapleton attend?

Tracy Stapleton holds Bachelor Of Education - Bed from The University Of Lethbridge.

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