Terry Wiebe

Investment Advisor

Mission Statement
To maximize client returns at mutually agreed, and clearly defined, levels of risk.

Background
With a goal of entering the financial field, I obtained a Bachelor of Business degree in both Finance & Marketing, from Simon Fraser University. Upon graduation, my career began as Project Manager-Finance, for Richmond, B.C.’s “MacDonald Dettwiler”, one of Canada’s leading high-tech engineering firms. Two years later I started my investment career with Midland Walwyn (then Merrill Lynch Canada), and have been in this field for the past seventeen years, six years of which entailed operating my own firm.

I have earned the following professional qualifications: Registered Representative (RR), Branch Manager (BM), Certified Financial Planner (CFP), Fellow of the Canadian Securities Institute (FCSI), Financial Management Advisor (FMA), Level II Insurance license, and my license to trade Options.

My area of expertise includes stock trading; financial/estate/retirement/education planning; tax planning strategies; bonds; and mutual funds. I remain committed to ongoing professional development & education, to ensure I stay well informed, up-to-date, and on top of the investment industry.

Married for 23 years, Kamloops is my “hometown” and I am active in my community as the financial analyst for CFJC-TV7, member of the Chamber of Commerce, and a founding member of Habitat for Humanity Kamloops.

My Business Focus
I assist my clients to achieve their goals through hard work, expert advice, and the pursuit of excellence in client service. I am committed to not only achieving my clients’ goals, but to building cooperative and trusting, long-term relationships that will endure the ups & downs of the investment markets.

As a team we are dedicated to providing our clients with exceptional service including:

• Custom asset allocation based on investor objectives and risk tolerance
• Periodic portfolio reviews and reports
• Monthly statements of account activity
• Detailed memo notes from each meeting
• Retirement Planning (RRSPs & RRIFs)
• Education Planning (RESPs)
• Estate Planning
• Tax Planning Strategies
• Tax Free Savings Accounts
• Insurance Planning
• Cash Flow Planning & Budgeting
• Stocks, Bonds, Mutual Funds

Contact Information

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