Your Partner in the Industry

Our professional team is friendly, efficient and eager to address your financial needs. Collectively we bring over 100 years of expertise and service to our valued clients. Whether your needs are basic or complex, our team can provide advice and service on your insurance, investments, deposits, group benefits, income tax, retirement & estate planning.  We are committed to finding a great solution for you!

The MWFS team of advisors are here to assist you.

Tracey Cambridge | President & COO

Tracey Cambridge is President of Macnaughton & Ward Financial “MWFS”.

Tracey proudly assists individuals and their families, with their financial well-being, offering guidance on savings, investments, retirement income, tax & estate planning, with insurance-based product solutions. She works with pre-retirees and retirees so they can enjoy a more secure financial future.

For more than 35 years, Tracey has been committed to serving MWFS clientele, and Global Pacific Financial Services Ltd. (“Global”) advisor associates.  Tracey entered the financial industry after college, and has been life insurance licensed since 1989. She has served on insurance industry association boards, is a 35 year member of Advocis, The Financial Advisor Association of Canada professional association.

Tracey is passionate about life insurance being an integral part of financial planning for families, knowing the protection and benefits those products offer. With her business and professional experience, she has the expertise and understanding to guide clients, business owners and their families to financial health and security.

Tracey grew up in Coquitlam.  Away from the office, Tracey's interests include golf, hiking, live music, travel, food & wine, and of course time spent with family and friends.

Rob Nelson | Insurance & Financial Advisor

Rob is your advisor to perfection who never fails to cross his t’s and dot his i’s.  He engages his clients with due diligence to ensure that their requirements are met.  His knowledge enables him to give valued advice and an objective opinion. 

Rob welcomes the opportunity to work with you.

Sunil Josseph | Life Insurance Advisor

Sunil joined our organization in 2023 having 15 years life insurance industry experience, Sunil is excited to have the opportunity to work with MWFS clientele, helping them with their personalized insurance solutions and financial planning. Sunil understands the challenges every newcomer to Canada has to face, and the importance insurance protection provides for a bright and secure future for their loved ones.

"Financial security is an ongoing journey, I would like to help people with a listening and compassionate mindset. Financial independence is everyone's dream and I beleive I can extend my knowledge and skills to help people fulfill their dreams." - Sunil Josseph

Michael Pasielski, ChFP | Retired

Michael retired from Macnaughton and Ward Financial Services Ltd. (MWFS) in August 2024, after nine years with the company. We thank Michael for his commitment and congratulate him on his retirement! May your future be filled with family, friends, good health and happiness in this next phase of your life. Happy retirement!