Terry Cole, CIM

Vice-President, Associate Portfolio Manager & Wealth Advisor

604-257-7498 | Email me
604-235-9950
1-844-665-9900

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.

Matthew Leggett, CFP

Estate Planning Specialist

William Bach, CFP

Financial Planner