Terry Robertson, Cfp

Terry Robertson, Cfp Email and Phone Number

Vice President of Wealth Management at VantageOne Credit Union @ VantageOne Credit Union
vernon, british columbia, canada
Terry Robertson, Cfp's Location
Vernon, British Columbia, Canada, Canada
Terry Robertson, Cfp's Contact Details

Terry Robertson, Cfp work email

Terry Robertson, Cfp personal email

n/a
About Terry Robertson, Cfp

Everyone has their own definition of what makes them happy. For some that may be spending time with family at the cottage, for others it’s tinkering with that hobby project or being physically active every day. These definitions may differ, but a key piece of the puzzle for all of us is knowing we are working towards our goals. While money isn’t everything, all these things rely on the power of financial independence and the ability to make decisions about lifestyle and goals based on what you want to do, rather than restricted by what you can afford to do.The World around us and financial services, continue to get more complicated by the minute. The market is being flooded with new products and services, the government offering new benefits or taxation restrictions – it can be confusing and overwhelming all at the same time. My team understands the evolution taking place in the market and are focused on providing meaningful recommendations to our clients, allowing them to re-focus again on what makes them happy.Every day, I help my team of financial advisors put people back in the power seat. Taking the necessary steps now to make sure the future is full of interesting choices for how you want to live and create meaning for yourself and those you care about. Throughout life’s journey, your goals and priorities will undergo many shifts, which is why we believe investment planning is crucial at any life stage. My team will look after your investments to ensure that they align with your current priorities. I focus on strategy and best practices: helping advisors build their professional practice by making their work distinguishable and referable. Outside of that strategy I also strongly believe in the importance of the team engaging with their community to educate and enrich the lives of everyone they have the opportunity to connect with.VantageOne Credit Union puts members first, because you are our owners. We are invested deeply in your success, because when you succeed, we succeed. We are here to give you a strong, local, financial voice and help you with the money choices needed to build the life you really want!But it’s not all work, all the time! I also relish the opportunities I have to enjoy life with the ones I love. When I really need to recharge, I like nothing more than getting out for a bike ride under the direct supervision of my cocker spaniel, Maisie. A good workout is energizing and clears the mind.

Terry Robertson, Cfp's Current Company Details
VantageOne Credit Union

Vantageone Credit Union

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Vice President of Wealth Management at VantageOne Credit Union
vernon, british columbia, canada
Website:
vantageone.net
Employees:
40
Terry Robertson, Cfp Work Experience Details
  • Vantageone Credit Union
    Vice President Of Wealth Management
    Vantageone Credit Union Jan 2019 - Present
    Vernon, Bc Canada
  • Vantageone Credit Union
    Vice President, Sales & Service Operations
    Vantageone Credit Union Feb 2017 - Present
    Vernon, Bc Canada
  • Vantageone Financial Corp.
    Vice President
    Vantageone Financial Corp. Dec 2015 - Present
    Central Okanagan, British Columbia, Canada
  • Rcu Insurance Services Ltd.
    Manager, Wealth Management Services
    Rcu Insurance Services Ltd. Feb 2014 - Nov 2015
    Revelstoke, British Columbia
    The Wealth Management Services team at the Revelstoke Credit Union, is a caring group of financial professionals focused on giving you the best service possible. We support you through all life's financial decisions making sure you understand the options and assisting you in making the best choices to maximize your savings, minimize tax obligations and protect your family and assets. We partner with you to face the future together.
  • Benewealth Strategies Inc.
    Partner
    Benewealth Strategies Inc. Sep 2012 - Dec 2013
    203-1658 Commerce Ave., Kelowna, Bc V1X 8A9
    Benewealth Strategies is a boutique wealth management firm that provides sound financial advice designed to help you keep more of what you have earned. We are passionate about what we do and committed to providing you with clear direction and a solid plan to help you live your dreams.Our team includes six financial planning experts, a certified general accountant and a property and liability insurance specialist. We want to surround you with expert support in all financial areas.
  • Strongbridge Financial Group Ltd.
    Financial Services Professional * Certified Financial Planner * Life Insurance Advisor *
    Strongbridge Financial Group Ltd. Apr 2011 - Sep 2012
    Kelowna, Bc
    We partner with our clients to face the future together, working through economic cycles, market fluctuations and personal events to maximize opportunities and protect your assets. Our mission is to put you firmly in control of your future and on a clear path to achieving your goals.
  • Freedom 55 Financial
    Director Business Development
    Freedom 55 Financial Jun 2003 - Apr 2011
    Growing and supporting a team of financial security advisors with strategic coaching including business plan & sales strategy development.
  • Kelowna Women In Business
    Board Of Directors,
    Kelowna Women In Business Nov 2006 - Jun 2010
    Kelowna Women in Business provides networking; inspiration and education to support women growing successful businesses.
  • The Mutual Group
    Certified Financial Planner
    The Mutual Group Jun 1998 - May 2003
    Vancouver, Canada Area
    An energetic business builder providing timely, ethical and professional financial guidance for my clients.
  • Simply Grand Clothing Company
    President
    Simply Grand Clothing Company Jun 1988 - May 1998
    Owned and managed two retail women's clothing stores specializing in high end large size fashions. Independently consulted for select retailers helping them improve profit margins, inventory turns and buying practices.
  • Hsbc
    Various Management Positions
    Hsbc 1978 - 1988
    Various management positions in several branches and head office departments in British Columbia focusing on client acquisition, staff recruiting, development and succession planning along with accounting for branch records and procedures.

Terry Robertson, Cfp Skills

Wealth Management Strategic Financial Planning Retirement Estate Planning Financial Advisory Investment Advisory Financial Planning Small Business Financial Services Coaching Business Planning Mutual Funds Retirement Planning Leadership Critical Illness Wealth Investment Strategies Investments Disability Insurance Personal Finance Insurance Mortgage Lending Life Insurance Savings Wealth Accumulation Securities Employee Benefits Fixed Annuities Wealth Management Services Pensions Financial Planners Term Life Insurance Long Term Care Mortgage Income Protection

Terry Robertson, Cfp Education Details

  • Certified Financial Planner
    Certified Financial Planner
    Finance And Financial Management Services

Frequently Asked Questions about Terry Robertson, Cfp

What company does Terry Robertson, Cfp work for?

Terry Robertson, Cfp works for Vantageone Credit Union

What is Terry Robertson, Cfp's role at the current company?

Terry Robertson, Cfp's current role is Vice President of Wealth Management at VantageOne Credit Union.

What is Terry Robertson, Cfp's email address?

Terry Robertson, Cfp's email address is te****@****fsin.ca

What schools did Terry Robertson, Cfp attend?

Terry Robertson, Cfp attended Certified Financial Planner.

What are some of Terry Robertson, Cfp's interests?

Terry Robertson, Cfp has interest in Dogs, Yoga, Financial Planning, Reading.

What skills is Terry Robertson, Cfp known for?

Terry Robertson, Cfp has skills like Wealth Management, Strategic Financial Planning, Retirement, Estate Planning, Financial Advisory, Investment Advisory, Financial Planning, Small Business, Financial Services, Coaching, Business Planning, Mutual Funds.

Who are Terry Robertson, Cfp's colleagues?

Terry Robertson, Cfp's colleagues are Sarah Holland, Kirsten R., Monty Davis, Bonnie Thomas, Denise Santos, Barb Camalush, Nadine Burton.

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