Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi Email & Phone Number

Vancouver, Bc, Ca

Vancouver, Bc

Vancouver, Canada Area

Comprehensive financial services I provide include:• Investment Management • Financial Planning • Retirement Planning• Estate Planning • Insurance Planning • Business Transition PlanningSEVEN IMPORTANT QUESTIONS TO ASK BEFORE YOU CHOOSE YOUR FINANCIAL ADVISOR: 1. How are you accredited or registered?You should always ask your prospective financial advisor how they are registered, and the range of services, products and advice they are QUALIFIED to provide. 2. How are you compensated?Many advisors are paid by commission for the products they recommend, while others receive a salary or a flat fee. 3. What is your experience?Your advisor should be forthcoming about their industry experience, professional qualifications, memberships and education. 4. What kinds of products & services can you provide?Ask if your advisor is limited to certain investments: proprietary products offered by their firm, GICs or mutual funds, or if you can draw on a greater range of investment services (financial, tax, retirement, estate planning). 5. What clients do you serve?Ask whether your potential advisor specializes in any particular client group, such as business owners, medical professionals or retirees. 6. How will you help me reach my goals?Your advisor should ask you to outline what you hope to gain (i.e. preserving income, building wealth, retiring comfortably) and can guide you if your expectations are unrealistic. 7. What kind of service will I receive?Your advisor should clarify at the outset the level of service you can expect. This includes how often you'll meet to review your progress and how your advisor will update you on portfolio performance.► If you're in need of a second opinion for your financial planning and/or are ready to ensure your financial future well into retirement email me at: Teresa.dickson@rbc.com

British Columbia, Canada

Comprehensive financial services I provide include:• Investment Management • Financial Planning • Retirement Planning• Estate Planning • Insurance Planning • Business Transition PlanningSEVEN IMPORTANT QUESTIONS TO ASK BEFORE YOU CHOOSE YOUR FINANCIAL ADVISOR: 1. How are you accredited or registered?You should always ask your prospective financial advisor how they are registered, and the range of services, products and advice they are QUALIFIED to provide. 2. How are you compensated?Many advisors are paid by commission for the products they recommend, while others receive a salary or a flat fee. 3. What is your experience?Your advisor should be forthcoming about their industry experience, professional qualifications, memberships and education. 4. What kinds of products & services can you provide?Ask if your advisor is limited to certain investments: proprietary products offered by their firm, GICs or mutual funds, or if you can draw on a greater range of investment services (financial, tax, retirement, estate planning). 5. What clients do you serve?Ask whether your potential advisor specializes in any particular client group, such as business owners, medical professionals or retirees. 6. How will you help me reach my goals?Your advisor should ask you to outline what you hope to gain (i.e. preserving income, building wealth, retiring comfortably) and can guide you if your expectations are unrealistic. 7. What kind of service will I receive?Your advisor should clarify at the outset the level of service you can expect. This includes how often you'll meet to review your progress and how your advisor will update you on portfolio performance.► If you're in need of a second opinion for your financial planning and/or are ready to ensure your financial future well into retirement email me at: Teresa.dickson@rbc.com

At RBC Wealth Management I provided my clients with solutions that integrated and coordinated with all of their unique goals & objectives; including family, business, lifestyle, retirement & philanthropic financial interests. INVESTMENT MANAGEMENTWe offer two approaches to managing your investments that are based on your personal preferences:♦ Investment Advisory Service This is the service I provided to those clients that preferred to be directly involved in ongoing decisions affecting their investment portfolio. I provided professional advice & service based on a thorough understanding of their unique goals & objectives.♦ Discretionary Investment Management When working with clients that preferred to be less involved with their portfolio, I took care of their investment decisions. I worked with each client to build and manage a portfolio according to their individual specifications and goals.RETIREMENT PLANNINGThe retirement planning strategies that make sense when you’re 45 don’t always make sense when you’re 55, 65 or older. Explore how we can meet the following retirement planning needs at each stage of your life.✓ Saving for Retirement - build your nest egg more effectively with our tax-efficient retirement strategies & solutions. ✓ Protecting Retirement Savings - keep your savings goals on track with strategies that give you the right balance of risk & reward.✓ Maximizing Retirement Income - boost your income by choosing the right RSP maturity option & exploring other alternatives. Our retirement planning solutions could be ideal if you: • Need in-depth investment advice tailored to your retirement needs & objectives• Want a custom-designed retirement savings plan• Earn a high annual income and need a way to save more for retirement outside of an RSP• Are approaching retirement and need strategies for preserving & building on your savings• Are retired and need professional guidance managing your investments

Burns Lake, Bc

Operated a full service thriving dental practice for 20 years.• Reviewed operating results of the office, compared them to established objectives, and took steps to ensure that appropriate actions were implemented to achieve business goals.• Implemented office protocols and procedures to improve efficiency of workflow, create “team” environment and ensure patient satisfaction.• Responsible for smooth and efficient flow of patients.• Ensured proper scheduling of patients in accordance with streamlining agreements.• Ensured proper implementation of marketing programs.• Implemented and ensured adherence to cash management and accounting protocols.• Supervised the Patient Relations Associates (receptionists), and Dental Assistants; conducts job reviews with direct reports; identified and recommended developmental/training programs as may be necessary. • Ensured proper coordination with extended health insurance companies and all required reports/documents submitted correctly and on time.

Fma, Financial Planning Hnw

Cfp, Certified Financial Planner

Family Enterprise Advisor

Cim, Investment Management