Terry Cole, CIM

Vice-President, Associate Portfolio Manager & Wealth Advisor

604-257-7498 | Email me

Born in Chatham, Ontario, I attended the University of Western Ontario in London, Ontario, studying Economics and History.  My love of business was honed in the Corporate Finance Department of Guaranty Trust in Vancouver.   I have received my Certified Investment Management (CIM) Designation and completed my Professional Financial Planning Course through the Canadian Securities Institute. I am a licensed life agent, which helps clients with estate planning and tax smart charitable giving.  I believe continuing education helps me do a better job for clients.  In this fast paced industry, continuing education helps bring new ideas and new approaches to portfolio management. That said, 31 years of experience, a sound business approach and uncompromising integrity are the reasons why you should consider interviewing me as your investment advisor. Outside of the office, I boat, ski, and travel with my wife, Kathy, son, Sam, and dog Kaysie.

William Bach, CFP

Financial Planner


Financial Planning Specialist, RBC Wealth Management


Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Will & Estate Consultant, RBC Wealth Management


Vice-President, High Net Worth Planning Services, RBC Wealth Management