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

Associate Portfolio Manager & Wealth Advisor

604-257-3202 | Email me
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

Important notices