Financial Guidance. Personal Service.

At MWFS, we take the time to understand what matters to you. Our experienced team provides personalized guidance on insurance, investments, retirement, tax preparation and estate planning, as well as health and benefit solutions for individuals and business owners, helping you make informed financial decisions with confidence.

Tracey Cambridge | President

Tracey Cambridge is President of Macnaughton & Ward Financial Services Ltd. (MWFS) and has been helping individuals and families plan for their financial futures for more than 35 years. She also serves as President of Global Pacific Financial Services Ltd., MWFS’s parent company, working with independent financial advisors and industry partners across Canada. Her licensing also enables her to assist clients in several provinces outside British Columbia.

Licensed since 1989, Tracey provides guidance on investments, retirement income, insurance, tax and estate planning, with a particular focus on helping pre-retirees and retirees prepare for a more secure financial future. Her approach is personal and practical, taking the time to understand what matters to each client and helping them make informed financial decisions with confidence.

A long-standing member of Advocis, Tracey has also served on financial services industry association boards.

 Away from the office, Tracey enjoys golf, hiking, live music, travel, food and wine, and time with family and friends.

Robert (Rob) Nelson | Insurance & Financial Advisor

Rob has been with the organization since 2013 and is a licensed Insurance and Investment Representative. With more than 25 years of financial services experience, he brings extensive knowledge of insurance, investments and financial planning to his work with clients.

Known for his thorough, client-focused approach and attention to detail, Rob takes the time to understand each client’s needs and priorities. He provides practical, objective guidance to help clients make informed financial decisions with confidence.

He welcomes the opportunity to work with you and help you achieve your financial goals.

Karen Noseworthy | General Manager | Compliance & Privacy Officer

Karen has been with the organization since 2011 and serves as General Manager, Compliance Officer and Privacy Officer, as well as Director of Operations with our parent company.  A licensed insurance professional, she brings extensive industry experience and a strong commitment to client service, regulatory compliance and the protection of client information.

Her career spans a variety of roles within the financial services industry, including positions with several insurance companies and a leading insurance software development firm. Prior to joining the organization, she served as Vice President, Operations with a major national Managing General Agency.

Her broad operational and industry experience provides a practical understanding of the needs of clients, advisors and insurance partners. In her current role, she helps ensure the organization maintains high standards of service, compliance and privacy while keeping clients at the centre of its operations.