I am interested in helping people 2 ways: growing their small business profitably, and starting their financial education so they can tackle the wonderful world of retirement
The hardest part can be just sitting down and starting to develop a plan
I want the client to be better educated with personalized services including home visits and tailored action plans, just for them
My Services
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Property Mgt
Help you manage the basics of a rental property with lawn services
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Small Business consulting
Understand current revenue and profits while looking for growth opportunities inside your current customer base. Or, ways to acquire new customers. Using a customer for life business strategy
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Financial Education
Help the client understand their current costs on a monthly basis. Educate them on options to predict future costs and then the money needed to fund the future
Customer testimonial
“Without a plan, every day at work was a chore and I had 23 more years to go”
Customer testimonial
“After my review with Terry, my retirement costs were documented and instead of more RRSP’S, I am putting 23 years of TSFA into my portfolio
Customer testimonial
“I never really understood stock dividend re investment plans and now those are going to help pay off my mortgage 2 years sooner vs the 4 years I had to go
Customer testimonial