Tobias Terrill

Tobias Terrill

CFP, RRC, B. Mgt CFP Certified

Financial Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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I commit my time and expertise to developing a personalized plan for you and your family.

A good plan is like a roadmap, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help get you to where you want to go and keep you on track.

As an Investors Group client, you’ll be supported by the experience, resources and superior products that have helped make us one of the largest and most respected financial services companies in Canada. We all work to help ensure your financial plan meets your needs in both the short and long term.

With my advice and a personalized plan, I will help you set appropriate planning targets, choose the right financial vehicles and build the right mix of investments

Studies* show that clients of financial advisors tend to start saving earlier and have higher net worth.
* Value of Financial Planning. Study by the Financial Planning Standards Council, 2010

Proactive Advisor

Your IG Consultant works closely with you to proactively understand your financial needs.

Associations and Community —

Associations

CFP Professional, FPSC
2017 - Present

Community

Member, Royal Canadian Legion Branch #170
2010 - Present
Director/Member, Cardston Lions Club
2010 - Present
Member, Boundary Creek Social Society
2004 - Present
Member, St. Andrews United Church, Cardston
2004 - Present
Member, Charity Lodge #67 A.F & A.M.
2010 - Present

general inquiries —

4079 4th Avenue South
Lethbridge, AB T1J 4B5

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Investors Group

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