Terra is amazing and knows her stuff. Terra has helped us many times over the years with a variety of different products. We have our life insurance and investments with her and she is the first person I call when I am thinking about a new product. We even refer patients to her from the dental office I work at, and she is able to help them get the extended health coverage they need. I look forward to our visits and always come away from them feeling like I have a better handle on our finances because of someone I truly trust with our future.
"I appreciate how you explain the options for my financial future in terms a
newbee like me can understand, and that I don't feel pressured to make decisions on the options presented."
Kathy - Retired Officer
"I contacted Terra to review my finances and to convert a Corporate Pension Plan to Personal. Terra was diligent in working with my prior employer to complete that for me. I highly recommend Terra"
"I love the way you make us feel like wealthy clients, even when we feel we may not be!"
"Terra has helped me set up an RRSP, RESP and a life insurance policy. I had no idea where to start but I knew I was ready to invest. Terra was a personal acquaintance prior to meeting with her on a professional level. Terra walked me through all my options and thoroughly explained the types of investments I was interested in.Terra truly had my family's best interests at heart. We met on numerous occasions and she was always willing to work around my schedule as well as coming to my home.Terra was organized and she has excellent communication both written and verbal. I found Terra to be intelligent, capable, thoughtful and encouraging. She steered me in the right direction with my finances and help me feel hopeful for the future of my investments. I will continue to confide and work with Terra with any new endeavors." Tara - Mother of 2
"We have been working with Terra for the last 9 years and she is honest, upfront and we feel always in our best interest, and picks up the phone when we call!" Eileen and Jim - Retired Couple
After starting my financial Career October of 2005, always holding my Insurance License but have also previously held a Mutual Fund license and an Exempt Market license. I have a passion for helping others to reach a balance in their financial life.
My family has been in the Okanagan for the past 19 years, prior to that, born and raised in the Lower mainland of BC, My husband and I are raising 3 wonderful boys together. We are involved and active in our beautiful community.
14 years of experience helping clients prepare for the unknown while meeting their financial goals.
Ask me about:
As an independent financial services advisor, I can access many different products so you can get the right products and services for you. When your need is not in my wheelhouse I have a directory of like minded Professionals thru referrals to assist you.
Everyone's life Journey is unique, and I keep that in mind when providing Financial service. I believe that building honest & integrity based relationships, along with dedicated personalized concierge service are essential when matching clients with the right financial products, investments & services.
For my clients I use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
A financial, cash flow optimization, or debt reduction plan must reflect the stage of life that you are in: whether purchasing a first home, financing a child's college education, requiring income or planning for retirement.
As an Insurance Broker for the last 14 years I am dedicated to learning about your personal goals. Together we will use your goals combined with financial strategies, focused on your specific needs. Every successful financial strategy starts with an excellent client relationship. My mission and values include exceeding my client’s expectations.
Any plan must also be continually reviewed to measure its achievements against stated goals & ensure the you are comfortable that everything is moving forward according to your goals and plans.
Call me today to find out how I can suggest long- and short-term strategies that will help you realize your financial dreams.
Check out this short sweet and to the point video from Assumption life. I share their point of view, in the twists and turns of life it is nice to have a go to Insurance advisor that can help navigate these important decisions.
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3467 Parkview Court, West Kelowna, British Columbia V4T 1B9, Canada
Monday - Friday: By Appointment
Saturday: By appointment
Sunday: By appointment
I endeavour to maintain the highest standards of confidentiality in dealing with client information and I adhere to the Personal Information and Electronic Documents Act (“PIPEDA”), a federal privacy law.