Address20 Erb Street West
Waterloo, ON N2L 1T2
My BackgroundTeri offers clients a wealth of experience and expertise with over 20 years of experience in the financial planning and investment advisory industry. This experience gives her insight and understanding to provide specialized solutions for clients with complex wealth management needs. Teri has several industry accreditations including CERTIFIED FINANCIAL PLANNER® professional (CFP®), Personal Financial Planner (PFP), and is a Life Insurance Advisor with BMO Nesbitt Burns Financial Services Inc.
If you need personal guidance with your investments, we would be happy to help. Whether you are investing for a business, organization or yourself, we can custom-design a portfolio to meet your specific needs.
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.