Teresa joined Raymond James in 2012 and has held various roles in the financial services industry since 1999.
Teresa completed the Canadian Securities Course and the Wealth Management Essentials course and now holds the title “Licensed Financial Advisor Assistant”. Teresa believes that providing exemplary client service is the most important role she has. She is also responsible for the daily administrative functions for Clearwater Wealth Management.
Before moving to Kelowna in 2012, Teresa lived and raised her two children in Prince George, BC. When she’s not in the office Teresa enjoys volunteering her time towards charitable causes, hiking, pet/house sitting for friends, family, co-workers and clients and also spending time with her family whenever possible.
Get better acquainted with us and how we can help you