Lee Terry, CFP®, FCSI®, CIM, BComm
Investment Advisor
Lee Terry has been a Certified Financial Planner professional since 1999. With over 25 years experience in the financial services industry, Lee spent almost 24 of those years in a large Canadian bank ...
Read more Devon Heasman
Office Manager
Devon has over 16 years of experience in the financial services industry in various roles and has worked closely with Lee for a number of years creating a successful partnership. Devon consistently de...
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