Toll Free: 1 800-934-9992
17 King Street E.
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.