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Teri Cook

Address

20 Erb Street West
Waterloo, ON N2L 1T2

Languages

    English

My Background

Teri 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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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.