Terry Basaraba is an Senior Financial Consultant in the area of Wealth Management. Terry has worked in the financial services and banking industries for over 30 years and he puts that experience to work for you.
Financial planning is a process that requires skill, knowledge and an understanding of what makes you and your family unique. Terry strives to build financial plans that include investment portfolios structured to fit each person's risk tolerance. Terry believes that anyone can achieve financial independence and long term growth without undue risk; there shouldn't be big surprises when you see the value of your account.
Terry has held a number of positions with Investors Group, including Region Director for southern Alberta where he was responsible for the development and training of consultants. Terry continues to mentor new consultants. Over the years he realized that what he enjoys best is working with individuals to help them achieve their financial goals. Terry gave up his management role to concentrate on clients and their needs.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.