Driven by a fervent desire to promote charitable giving and foster a more harmonious world, Teresa is drawn to Advisors with Purpose.
Teresa possesses a wealth of experience in the financial sector, having earned her Bachelor of
Commerce degree from the University of Manitoba. Committed to continuous professional
growth, she has acquired a range of pertinent certifications, including Certified Financial
Planner (CFP®), Chartered Investment Manager (CIM®), Fellow of the Canadian Securities
Institute (FCSI®), Registered Retirement Consultant (RRC®), Responsible Investment Specialist
(RIS), and Certified Executor Advisor (CEA).
Embracing the belief that “it is more blessed to give than to receive,” Teresa and her family are
deeply engaged in volunteer work. Their philanthropic endeavors encompass a wide spectrum,
from serving at soup kitchens and assisting in senior homes to supporting mental health and
cancer support groups, bereaved families as well as mentoring online. Teresa also actively
contributes to financial literacy by volunteering to educate elementary school students on
money management.
In her leisure time, Teresa finds solace in hiking, using nature as a means to connect with the
Creator. Additionally, she indulges her empathy and understanding of others by immersing
herself in dramas and movies.