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Terry Soluk
Senior Portfolio Manager & Wealth Advisor
250-770-1207 | Email me |  |
Franz Wagner
Associate Advisor
250-276-1081 | Email me |
We are committed to delivering a comprehensive wealth management experience that extends beyond investment management to encompass retirement planning, tax planning strategies, creating a legacy and business succession. We offer discretionary and non-discretionary investment services.
Our reputation for integrity and exceptional service are the foundation for reaching a high level of trust with our clients.
Terry and Franz started in the financial services industry in 1997. Terry joined RBC Dominion Securities in 1997. Franz joined RBC Dominion Securities in 2015 after having worked with a number of Canada's top investment firms. Terry and Franz have earned their Chartered Investment Manager (CIM) designations and are insurance-licensed representatives.
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| | Lyndell Campbell
Administrative Assistant
250-276-1080 | Email me |
Lyndell focuses on the daily administration for clients of Soluk Wealth Management. She helps with day-to-day management of our client relationships and is the first point of contact for booking an appointment, general inquiries and other administration matters. Lyndell joined Terry in September 2024 and brings with her 3 years of experience in the financial services industry. She is working towards her Canadian Securities Course.
