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

Senior Portfolio Manager and Wealth Advisor, Dickson Family Wealth at RBC Dominion Securities
Location: Vancouver, British Columbia, Canada 7 work roles 4 schools
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Current company
RBC Dominion Securities
Role
Senior Portfolio Manager and Wealth Advisor, Dickson Family Wealth
Location
Vancouver, British Columbia, Canada
Company size
5670 employees

Who is Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi? Overview

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Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi is listed as Senior Portfolio Manager and Wealth Advisor, Dickson Family Wealth at RBC Dominion Securities, a company with 5670 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi.

Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi previously worked as Senior Portfolio Manager & Wealth Advisor, Dickson Family Wealth at Rbc Dominion Securities and Vice President, Wealth Advisor & Associate Portfolio Manager, Dickson Wealth Management at Rbc Dominion Securities. Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi holds Fma, Financial Planning Hnw from Canadian Securities Institute.

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Email format at RBC Dominion Securities

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RBC Dominion Securities

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Profile bio

About Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi

For 20 years I was the manager and co-owner of a successful dental clinic. I transitioned to become a wealth & financial advisor because of two reasons: 1. My own experience with accepting poor investment advice and the resulting losses that followed.2. My desire to see those who work hard in their lives to create solid financial security all through their years, including retirement. My goal is to ensure that everyone I work with is protected and financially secure. This has led me to pursue many additional accreditations. I hold the following designations:FMA [Financial Management Advisor] – This designation has provided me the training to effectively provide tax & estate planning strategies for high net worth individuals. CIM [Chartered Investment Manager] – I am able to effectively provide portfolio management & high-level investment planning.CFP [Certified Financial Planner] – When I’m assisting my clients with financial planning I ensure their portfolio matches with their goals.FEA [Family Enterprise Advisor] - Business families have unique needs and require a multi-disciplinary approach to their enterprise(s).I WORK WITH CLIENTS ACROSS BC & ALBERTA THAT ARE…✓ BUSINESS OWNERS - Many of the business owners I work with want to know how much they need to save to retire. I help them figure out what retirement looks like for them, then I determine how much they need to achieve it. I also help them with business planning & transition planning.✓ PROFESSIONALS [Doctors, Dentists, Engineers, Accountants, Lawyers] – These clients are in a high-income bracket and are often paying too much tax. Many of them also want a financial plan that allows them to retire early. I customize a solution that works to achieve the unique goals for every client I work with. ► If you're in need of a second opinion for your investments or financial planning and/or are ready to ensure your financial future well into retirement email me at: teresa.dickson@rbc.com

Listed skills include Estate Planning, Financial Advisory, Financial Planners, Public Speaking, and 34 others.

Current workplace

Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi's current company

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RBC Dominion Securities
Rbc Dominion Securities
Senior Portfolio Manager and Wealth Advisor, Dickson Family Wealth
Vancouver, BC, CA
Website
rbcds.com
Employees
5670
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7 roles · 36 years

Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi work experience

A career timeline built from the work history available for this profile.

Senior Portfolio Manager & Wealth Advisor, Dickson Family Wealth

Current
Rbc Dominion Securities

Vancouver, BC

Jul 2018 - Present

Vice President, Wealth Advisor & Associate Portfolio Manager, Dickson Wealth Management

Rbc Dominion Securities

Vancouver, Canada Area

  • Comprehensive financial services I provide include:
  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Insurance Planning
Feb 2018 - Sep 2018

Wealth Advisor & Associate Portfolio Manager

Rbc Dominion Securities - Dickson Wealth Management

British Columbia, Canada

  • Comprehensive financial services I provide include:
  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Insurance Planning
2010 - Sep 2018

Investment Retirement Planner

Rbc Wealth Management
  • 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.
  • 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
2006 - 2010 ~4 yrs

Owner, Managing Partner

Burns Lake Dental Clinic

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.
1990 - 2010 ~20 yrs
Team & coworkers

Colleagues at RBC Dominion Securities

Other employees you can reach at rbcds.com. View company contacts for 5670 employees →

MW Michael Wilson Cfp, Ciwm, Cim Michael Wilson Cfp, Ciwm, Cim Colleague at Rbc Dominion Securities Peterborough, Ontario, Canada, Canada View → JS Jonathan Siu Jonathan Siu Colleague at Rbc Dominion Securities Calgary, Alberta, Canada, Canada View → DN David Nichols David Nichols Colleague at Rbc Dominion Securities Brockville, Ontario, Canada, Canada View → NF Nathan Fickel, Cfa Nathan Fickel, Cfa Colleague at Rbc Dominion Securities Toronto, Ontario, Canada, Canada View → SK Samarth Kak, Mfin Samarth Kak, Mfin Colleague at Rbc Dominion Securities Greater Toronto Area, Canada, Canada View → DZ Dan Zapior Dan Zapior Colleague at Rbc Dominion Securities Ottawa, Ontario, Canada, Canada View → SC Stephane Cloutier Stephane Cloutier Colleague at Rbc Dominion Securities Sudbury, Ontario, Canada, Canada View → BH Brandon Hune, Cfp, Cim Brandon Hune, Cfp, Cim Colleague at Rbc Dominion Securities Orillia, Ontario, Canada, Canada View → JH Jillian Hughes Jillian Hughes Colleague at Rbc Dominion Securities Kelowna, British Columbia, Canada, Canada View → SD Scott Donovan Scott Donovan Colleague at Rbc Dominion Securities Greater Toronto Area, Canada, Canada View →
4 education records

Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi education

Fma, Financial Planning Hnw

Canadian Securities Institute

Cfp, Certified Financial Planner

Financial Planners Standards Council

Family Enterprise Advisor

Sauder School Of Business

Cim, Investment Management

Canadian Securities Institute
FAQ

Frequently asked questions about Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi

Quick answers generated from the profile data available on this page.

What company does Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi work for?

Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi works for RBC Dominion Securities.

What is Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi's role at RBC Dominion Securities?

Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi is listed as Senior Portfolio Manager and Wealth Advisor, Dickson Family Wealth at RBC Dominion Securities.

Where is Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi based?

Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi is based in Vancouver, British Columbia, Canada while working with RBC Dominion Securities.

What companies has Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi worked for?

Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi has worked for Rbc Dominion Securities, Rbc Dominion Securities - Dickson Wealth Management, Biathlon Canada, Rbc Wealth Management, and Burns Lake Dental Clinic.

Who are Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi's colleagues at RBC Dominion Securities?

Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi's colleagues at RBC Dominion Securities include Michael Wilson Cfp, Ciwm, Cim, Jonathan Siu, David Nichols, Nathan Fickel, Cfa, and Samarth Kak, Mfin.

How can I contact Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi?

You can use AeroLeads to view verified contact signals for Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi at RBC Dominion Securities, including work email, phone, and LinkedIn data when available.

What schools did Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi attend?

Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi holds Fma, Financial Planning Hnw from Canadian Securities Institute.

What skills is Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi known for?

Terri (Teresa) Dickson, Fea, Cim, Fma, Fcsi is listed with skills including Estate Planning, Financial Advisory, Financial Planners, Public Speaking, Bonds, Wealth Preservation Planning, Insurance, and Retirement Planning.

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