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Karen Chalovich
Teresa Smith
Heather Gingell

Tel: 905-373-1507
Toll Free: 1 800-934-9992
Fax: 905-373-9331

76 King Street W
Cobourg, ON
K9A 2M3

Teresa Smith

Sales Assistant & Investment Representative

Tel: (905) 373-1507

Fax (905) 373-9331


Teresa is Karen's Sales Assistant. She 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.