My 22 years of experience advising clients on their personal financial situation along with my CERTIFIED FINANCIAL PLANNER® designation give me the knowledge required to help clients face the economic challenges of today.
I believe my role is to be your partner and trusted advisor. My commitment is to be available and accessible to you when you need me. In addition to delivering outstanding performance for my client's investment portfolios, I commit to the following service objectives:
All phone calls returned same day.
Review of plan annually as a minimum.
Review of plan at any material life change.
Proactive phone calls during significant market events.
Senior Client Service Associate
Teresa has over 25 years of sales and client services experience in the financial industry, working in the insurance, banking and investment fields at both a head office and branch office level. Teresa can assist with your Investment, GIC, RRSP, RESP, RRIF, TFSA, tax and Estate inquiries, and can also provide quotes and take orders. She has completed the Professional Financial Planning (PFP) course from the Canadian Securities Institute. Teresa handles documentation and ensures that clients receive excellent service.