Our Team


Tracy Martell

Tax & Financial Specialist

Tracy is an experienced financial advisor, tax specialist, and retirement planner who brings a wealth of expertise to every client relationship. Since founding ClearView Financial Solutions Inc. in 2007, she has built her practice on a solid foundation of education and professional growth—earning a tax specialist certificate, an advanced planning designation, and passing the CFP exam in early 2025. Tracy also holds a Life License Designation, offering comprehensive insurance solutions as part of her financial planning services.

Her business philosophy centers on building lasting client relationships through personal attention, strategic planning, and ongoing guidance. By collaborating with a trusted network of specialists, Tracy ensures every aspect of her clients’ financial journey is supported. She is committed to clear communication, prompt follow-ups, and regularly reviewing each client’s plan to keep pace with life's evolving priorities.


Avril Collazos

About Avril!

Avril is entering her fourth year at York University, where she is pursuing a Bachelor of Commerce degree with a specialization in finance. Known for her keen interest in investments and risk management, she brings enthusiasm and focus to her academic and professional goals. Fluent in Spanish and passionate about travel, Avril embraces global experiences that broaden her perspective and enrich her understanding of international markets.


Josee Hartrick

About Josee!

Josee combines creativity and professionalism, supporting both marketing and office administration. With over a decade of graphic design experience, she excels at visual storytelling and customer service. In her free time, she enjoys painting and hiking, reflecting her artistic spirit and love of nature.