Terry Marek, CFP
Senior Financial Planning Advisor
Terry has 27 years of experience in the financial industry, and along with his team, specializes in providing comprehensive financial advice to his clients.
Prior to becoming a Financial Advisor, Terry taught in the public school system, and draws from his teaching experience to identify issues and opportunities in his clients' situations, then sets out a course of action to implement strategies to help them achieve their goals.
Terry holds a Certified Financial Planner (CFP) designation, and is a member of the Canadian Association of Financial Planners. He graduated from Queen's University with a Bachelor of Education, and is currently working on his Chartered Life Underwriters designation.
On the Edge of Recession
Jan 25, 2023
Global economies are struggling to find equilibrium in the wake of the great re-opening. Will 2023 be the year of recovery or of recession? The answer may vary by country....Read more
Multi-Asset 2023 Year Ahead Outlook
Dec 22, 2022
Start the new year well-informed! Our 2023 Investment Outlook shares our forecasts for inflation, currencies, fixed income, and equity to help you navigate the year ahead....Read more
Should market conditions affect how you invest?
Dec 15, 2022
The conventional wisdom is for long-term investors to invest more money during bull markets and invest less money during bear markets. True or false?...Read more
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