Teresa (Terri) Dickson, CFP, FMA, CIM, FCSI, FEA

Associate Portfolio Manager & Wealth Advisor

604-257-3202 | Email me
250-692-6684 | Connect
1-877-695-6635

If you need personal guidance with your investments, I would be happy to help. Whether you're investing for a business, organization or yourself, I can custom-design a portfolio to meet your specific needs.

Comprehensive services I provide include:

  • Investment management
  • Financial Planning
  • Estate Planning
  • Insurance Planning
  • Education planning 
  • Business succession planning

A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 200 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps us create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

  • Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
  • Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
  • Taxation: Implementing strategies to help reduce your family’s tax burden
  • Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
  • Estate and trusts: Efficiently transferring your wealth to the next generation
  • Insurance: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Charitable giving: Helping you maximize your charitable legacy

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Market Outlook - Spring 2018

Apr 17, 2018 06:00 PM - 06:45 PM Pacific Daylight Time
Will be conducted by conference call Vancouver, BC

Please consider joining us by phone for a quick 40-45 minute tour of the global markets to get an understanding of what we expect for growth, inflation, currency and geopolitics over the next year.


Separation, Divorce and Your Finances

Apr 11, 2018 05:00 PM - 07:00 PM Pacific Daylight Time
1055 West Georgia St. Vancouver, BC

Managing your finances can be challenging even in the best of times. However, it's often the decisions that you make, or don't make, during transitional periods in your life that will have the most impact on your overall financial picture.

 

Whether you or your clients are currently contemplating a separation from your spouse or are in the final stages of divorce, it's never too early or late to plan for your financial future.

 

Join us for an informative evening where we'll walk you through a helpful checklist of the legal and financial issues that need to be considered.


Planning Options for Business Owners

Jan 11, 2018 06:30 PM - 08:15 PM Pacific Standard Time
36th Floor, 1055 West Georgia Street Vancouver, BC

Please join us for an informative panel discussion for business owners, featuring specialists in tax and wealth planning who will highlight important changes for business owners and ways to prepare for the future.

A few of the topics we'll discuss include: the new income splitting policies, individual pension plans (IPP's), and prescribed rate loan strategies.

 

 


From Missteps to a Step in the Right Direction - Building & Protecting Wealth

Jan 09, 2018 05:00 PM - 07:30 PM Pacific Standard Time
1055 West Georgia St 36th Floor Vancouver, BC

New year, new resolutions but with a twist on the same tried and true strategies.  Please join us as we discuss ways to build your wealth and how to protect what you've built and what matters most to you.


2018 Global Investment Outlook - Web Conference

Jan 08, 2018 06:30 PM - 07:00 PM Pacific Standard Time
Web Conference Vancouver, BC

Join us for a quick 30 minute tour of the global markets to get an understanding of what we expect for growth, inflation, currency and geopolitics this year.

 

Email to register and receive the instructions for accessing this web-conference.