Thérèse has been guiding individuals and families through their financial journeys since 1997, when she was hired by her financial mentor, Jan Giezen. That opportunity became a turning point, as she discovered how meaningful it was to help people make sense of their finances and feel more confident about important life decisions.
In 2005, Thérèse and Jan formed a partnership, and in 2010, they brought Pieter onto the team. Since Jan’s retirement in 2017, Thérèse and Pieter have been working together as partners, aligned in their shared commitment to guiding clients through their financial journeys with care and confidence.
Thérèse is passionate about helping clients navigate both everyday financial decisions and significant life events. Her goal is to ensure that clients feel confident, at peace, and in control of their financial futures.
As a Certified Financial Planner (CFP®) and a Chartered Investment Manager (CIM®) with a Portfolio Manager designation, Thérèse has the expertise to support her clients’ financial goals. Prior to her career in finance, Thérèse worked in scientific research, making use of her Bachelor of Science degree. This background shapes her thoughtful, research-driven approach to selecting the right financial and investment tools, helping clients make confident, informed decisions in both calm and challenging times.