Terri brings over 20 years financial service experience to the team. She spent the first part of her career working in the banking industry in various administrative and Client Service roles. While working at the bank Terri received her Financial Counselling Diploma.
Terri joined RBC Dominion Securities in 2001 and has continued her education through the Canadian Securities Institute receiving her Financial Management Advisor Designation and Certified Financial Planner Designation in 2006.
She is your first point of contact for any inquiries on your account, order execution, statement inquiries, account setup and any other administrative duties relating to you account.
On a personal note Terri enjoys horseback riding and resides in Richmond with her husband Kevin and two children.
David's words: Terri is our right hand where administrative matters are concerned. She prepares cheques, interprets statements or confirmations of transactions, wires money to the bank and journals cash or securities between accounts on your instruction. You will hear from Terri when it’s time for a portfolio review with David or Leo.