Therse (Terri) Szewczyk, Pfp®,Ris
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Therse (Terri) Szewczyk, Pfp®,Ris Email & Phone Number

Senior Wealth Advisor @ FirstOntario Credit Union | Retirement, Financial Services at FirstOntario Credit Union
Location: Brant, Ontario, Canada 11 work roles 6 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
FirstOntario Credit Union
Role
Senior Wealth Advisor @ FirstOntario Credit Union | Retirement, Financial Services
Location
Brant, Ontario, Canada
Company size
368 employees

Who is Therse (Terri) Szewczyk, Pfp®,Ris? Overview

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Quick answer

Therse (Terri) Szewczyk, Pfp®,Ris is listed as Senior Wealth Advisor @ FirstOntario Credit Union | Retirement, Financial Services at FirstOntario Credit Union, a company with 368 employees, based in Brant, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Therse (Terri) Szewczyk, Pfp®,Ris.

Therse (Terri) Szewczyk, Pfp®,Ris previously worked as Senior Wealth Advisor at Firstontario Credit Union and Investment Specialist at Firstontario Credit Union. Therse (Terri) Szewczyk, Pfp®,Ris holds Pfp, Financial Planning Designation from Canadian Securities Institute.

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Email format at FirstOntario Credit Union

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FirstOntario Credit Union

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Profile bio

About Therse (Terri) Szewczyk, Pfp®,Ris

With a solid foundation as a Senior Wealth Advisor at FirstOntario Credit Union, my career is dedicated to guiding clients through the complexities of retirement planning and financial services. My approach, grounded in responsible investment strategies, has consistently strengthened business relationships and client portfolios. At the heart of my practice lies a commitment to enhancing financial well-being, aligning with both the goals of my clients and the mission of FirstOntario Credit Union. Leveraging my designation as a Personal Financial Planner (PFP) and expertise in business relationship management, our team has made a meaningful impact on our clients' futures.

Current workplace

Therse (Terri) Szewczyk, Pfp®,Ris's current company

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FirstOntario Credit Union
Firstontario Credit Union
Senior Wealth Advisor @ FirstOntario Credit Union | Retirement, Financial Services
hamilton, ontario, canada
Website
firstontario.com
Employees
368
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11 roles · 30 years

Therse (Terri) Szewczyk, Pfp®,Ris work experience

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

Financial Advisor

Rbc

Dundas, On

Jan 2016 - May 2017

Senior Account Manager Business And Personal

Rbc

Waterloo, Ontario

Mar 2013 - Jan 2016

Premier Relationship Manager

Hsbc

Waterloo, Ontario

Feb 2012 - Jul 2012

Financial Planner ( Investment Retirement Planner)

Rbc

Brant/Lincoln Area

May 2008 - Feb 2012

Senior Account Manager

Rbc
Mar 2006 - May 2008

Account Manager

Rbc
May 2004 - Mar 2006

Financial Advisor

Clarica

Brantford, Ontario

Dec 2001 - May 2004

Dispatcher/Office Coordinator

Instatel Communications
Aug 1999 - Jul 2001

Assistant Controller

Brant Screen Craft

Brantford, Ontario, Canada

1996 - 1997 ~1 yr
Team & coworkers

Colleagues at FirstOntario Credit Union

Other employees you can reach at firstontario.com. View company contacts for 368 employees →

JS James Smith James Smith Colleague at Firstontario Credit Union Ontario, Canada, Canada View → LE Linda Emack Linda Emack Colleague at Firstontario Credit Union Burlington, Ontario, Canada, Canada View → SO Sue Oakes Sue Oakes Colleague at Firstontario Credit Union Simcoe, Ontario, Canada, Canada View → MD Melissa Di Francesco Melissa Di Francesco Colleague at Firstontario Credit Union Welland, Ontario, Canada, Canada View → JC Joy C Joy C Colleague at Firstontario Credit Union Burlington, Ontario, Canada, Canada View → RM Rosemary Mossuto Rosemary Mossuto Colleague at Firstontario Credit Union Canada, Canada View → CF Cody Furlong Cody Furlong Colleague at Firstontario Credit Union Norwich, Ontario, Canada, Canada View → TE Tracy Egan Tracy Egan Colleague at Firstontario Credit Union Welland, Ontario, Canada, Canada View → LK Lisa Kehoe, Chrp Lisa Kehoe, Chrp Colleague at Firstontario Credit Union Hamilton, Ontario, Canada, Canada View → AM Andrew Mantecon Andrew Mantecon Colleague at Firstontario Credit Union Hamilton, Ontario, Canada, Canada View →
6 education records

Therse (Terri) Szewczyk, Pfp®,Ris education

Pfp, Financial Planning Designation

Canadian Securities Institute

The PFP® designation ensures planners possess the knowledge, skills and attributes to evaluate and manage various wealth forms to optimize.

Financial Modeling And Valuation Analysis Course

New York Institute Of Finance

Completed course January 2012. The Investment Banking Institute is recognized as the financial education and training leader, offering an.

Branch Compliance Officer, Compliance

Canadian Securities Institute

Supervise mutual funds sales representatives. It meets reqirements under the MFDA rules for a branch manager. BCO's effectively manage and.

Mutual Funds License, Investments

The Investments Institute Of Canada

The successful completion of the Canadian Investment Funds Course Exam is a proficiency requirement by the provincial securities.

FAQ

Frequently asked questions about Therse (Terri) Szewczyk, Pfp®,Ris

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

What company does Therse (Terri) Szewczyk, Pfp®,Ris work for?

Therse (Terri) Szewczyk, Pfp®,Ris works for FirstOntario Credit Union.

What is Therse (Terri) Szewczyk, Pfp®,Ris's role at FirstOntario Credit Union?

Therse (Terri) Szewczyk, Pfp®,Ris is listed as Senior Wealth Advisor @ FirstOntario Credit Union | Retirement, Financial Services at FirstOntario Credit Union.

Where is Therse (Terri) Szewczyk, Pfp®,Ris based?

Therse (Terri) Szewczyk, Pfp®,Ris is based in Brant, Ontario, Canada while working with FirstOntario Credit Union.

What companies has Therse (Terri) Szewczyk, Pfp®,Ris worked for?

Therse (Terri) Szewczyk, Pfp®,Ris has worked for Firstontario Credit Union, Rbc, Hsbc, Clarica, and Instatel Communications.

Who are Therse (Terri) Szewczyk, Pfp®,Ris's colleagues at FirstOntario Credit Union?

Therse (Terri) Szewczyk, Pfp®,Ris's colleagues at FirstOntario Credit Union include James Smith, Linda Emack, Sue Oakes, Melissa Di Francesco, and Joy C.

How can I contact Therse (Terri) Szewczyk, Pfp®,Ris?

You can use AeroLeads to view verified contact signals for Therse (Terri) Szewczyk, Pfp®,Ris at FirstOntario Credit Union, including work email, phone, and LinkedIn data when available.

What schools did Therse (Terri) Szewczyk, Pfp®,Ris attend?

Therse (Terri) Szewczyk, Pfp®,Ris holds Pfp, Financial Planning Designation from Canadian Securities Institute.

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