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.
Inflation Is Not the Only Challenge
May 02, 2022
The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....Read more
Implications of Russia’s invasion of Ukraine and what this means for the investment landscape
Mar 23, 2022
The Russian invasion of Ukraine is a blatant violation of international law. The invasion has already had consequences for global security. Learn about the implications and what they mean for the investment landscape....Read more
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