Terry Robertson, Cfp Email and Phone Number
Terry Robertson, Cfp work email
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Terry Robertson, Cfp personal email
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.
Vantageone Credit Union
View- Website:
- vantageone.net
- Employees:
- 40
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Vice President Of Wealth ManagementVantageone Credit Union Jan 2019 - PresentVernon, Bc Canada -
Vice President, Sales & Service OperationsVantageone Credit Union Feb 2017 - PresentVernon, Bc Canada -
Vice PresidentVantageone Financial Corp. Dec 2015 - PresentCentral Okanagan, British Columbia, Canada
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Manager, Wealth Management ServicesRcu Insurance Services Ltd. Feb 2014 - Nov 2015Revelstoke, British ColumbiaThe 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.
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PartnerBenewealth Strategies Inc. Sep 2012 - Dec 2013203-1658 Commerce Ave., Kelowna, Bc V1X 8A9Benewealth 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.
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Financial Services Professional * Certified Financial Planner * Life Insurance Advisor *Strongbridge Financial Group Ltd. Apr 2011 - Sep 2012Kelowna, BcWe 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.
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Director Business DevelopmentFreedom 55 Financial Jun 2003 - Apr 2011Growing and supporting a team of financial security advisors with strategic coaching including business plan & sales strategy development. -
Board Of Directors,Kelowna Women In Business Nov 2006 - Jun 2010Kelowna Women in Business provides networking; inspiration and education to support women growing successful businesses.
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Certified Financial PlannerThe Mutual Group Jun 1998 - May 2003Vancouver, Canada AreaAn energetic business builder providing timely, ethical and professional financial guidance for my clients.
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PresidentSimply Grand Clothing Company Jun 1988 - May 1998Owned 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.
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Various Management PositionsHsbc 1978 - 1988Various 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
Terry Robertson, Cfp Education Details
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Certified Financial PlannerFinance 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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