Welcome to my site


You have achieved a level of success and realize its time to expand your circle of trusted advisors.  Time is always at a premium and while you might understand individual investment products, you want to know someone is watching the store as you enjoy the fruits of your success.

Terry Cole and his associate, Susanne Wells, bring over 50 years of experience to wealth management.  By using a goal-based approach to investment management, we will be a key part of your retirement planning team. Through regular contact, and with the help of RBC Dominion Securities and its extensive research and expertise, we will customize solutions to your unique financial situation. To find out more about us, click the 'About Us' link at the top of this page.  Thank you for considering us to be a part of your team!

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