Toll Free: 1 800-387-1565
First Canadian Place
100 King St. W, 38th Floor
Teresa joined BMO Nesbitt Burns from another major bank owned investment firm in capital markets, and currently manages over $100 million in client assets. A portfolio manager, Teresa offers discretionary and non-discretionary investment management: strict adherence to investing principle, discipline and prudency.
A member of Chartered International Wealth Management (CIWM), Teresa has a practice that caters to higher net-worth clients, vastly discernible process and approach. Plan today for tomorrow: building and preserving wealth, retirement, estates, setting up trusts. Involved with her family business for years, Teresa knows firsthand what it takes to be a business owner, challenges such as setting up IPPs for retirement and succession planning.
The level of Teresa’s success is best measured by the trust clients place in her. On a personal level, Teresa is a recipient of a Canada Medal conferred by the Government of Canada; she was formerly invited to be Governor of Sheridan College and past president of numerous business and charitable organizations including Chinese Advisory Board for the Credit Valley Hospital.
Teresa’s Bio is published in "Canadian Who's Who", which is the only authoritative publication of its kind in Canada, offering access to 12,600 notable Canadians in all walks of life.