Terry Mcbride

Terry Mcbride Email and Phone Number

Tax and Financial Planner, Raymond James Ltd. @ Raymond James Ltd.
Terry Mcbride's Location
Saskatoon, Saskatchewan, Canada, Canada
Terry Mcbride's Contact Details

Terry Mcbride personal email

n/a

Terry Mcbride phone numbers

About Terry Mcbride

I want to help Canadians gain the confidence and knowledge to become financially independent.Specialties: Personal income tax returns for deceased persons and estates, retirement planningdisclaimers:/*********/Disclaimer: http://bit.ly/1nspoNn

Terry Mcbride's Current Company Details
Raymond James Ltd.

Raymond James Ltd.

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Tax and Financial Planner, Raymond James Ltd.
Terry Mcbride Work Experience Details
  • Raymond James Ltd.
    Tax And Financial Planning
    Raymond James Ltd. Feb 2001 - Present
    Saskatoon, Saskatchewan
    Retirement planning, estate planning, tax planning
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  • Advocis
    Ncsas Institute Rep
    Advocis 1997 - Present
    Saskatoon Sk
    As a volunteer I promote continuing professional education for financial advisors. I hope more advisors will obtain their CLU, CFP and CHS designations. I hosted monthly CLU advanced case studies on Zoom in summer and fall of 2021.
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  • Matrix Financial Corporation
    Tax And Estate Planner
    Matrix Financial Corporation 1993 - Jan 2001
    prepared income tax returns, completed retirement income projections
  • Cooperative Trust Company Of Canada
    Tax Officer
    Cooperative Trust Company Of Canada Feb 1984 - Jan 1993
    I was a trust officer for 4 years administering estates. Then, as a tax officer for 5 years I prepared tax returns for deceased persons, estates and trusts. The company changed its name to Concentra Financial.
  • Sun Life Financial
    Sales Representative
    Sun Life Financial 1979 - 1984
    Analyzed the need for cash on death and sold life insurance to young families.
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  • Principal Group
    Financial Consultant
    Principal Group Feb 1979 - Dec 1979
    Saskatoon Sk
    Sold mutual funds and fixed income investments.
  • Printers Devil
    Paste-Up Artist
    Printers Devil Sep 1974 - Dec 1975
    Saskatoon Sk
    Assembled the text and layout for flyers, newspapers, books.
  • Craft Litho Printing
    Paste-Up Artist
    Craft Litho Printing Sep 1972 - May 1973
    Saskatoon Sk
    Assembled the text and layout for flyers, newspapers, books.
  • Saskatoon Starphoenix
    Advertising Sales
    Saskatoon Starphoenix Dec 1969 - Aug 1970
    Saskatoon Sk
    Picked up advertising copy for movie theatre ads, car dealership ads. Contacted business clients along 8th Street.

Terry Mcbride Skills

Estate Planning Financial Planners Retirement Planning Retirement Financial Advisory Tax Personal Finance Public Speaking Strategic Financial Planning Certified Financial Planner Pensions Estate Tax Planning Personal Financial Planning Securities

Terry Mcbride Education Details

Frequently Asked Questions about Terry Mcbride

What company does Terry Mcbride work for?

Terry Mcbride works for Raymond James Ltd.

What is Terry Mcbride's role at the current company?

Terry Mcbride's current role is Tax and Financial Planner, Raymond James Ltd..

What is Terry Mcbride's email address?

Terry Mcbride's email address is te****@****ames.ca

What is Terry Mcbride's direct phone number?

Terry Mcbride's direct phone number is +130634*****

What schools did Terry Mcbride attend?

Terry Mcbride attended University Of Saskatchewan, Holy Cross High School.

What are some of Terry Mcbride's interests?

Terry Mcbride has interest in Health, Education, Environment, Economic Empowerment.

What skills is Terry Mcbride known for?

Terry Mcbride has skills like Estate Planning, Financial Planners, Retirement Planning, Retirement, Financial Advisory, Tax, Personal Finance, Public Speaking, Strategic Financial Planning, Certified Financial Planner, Pensions, Estate Tax Planning.

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