Have a question? Ask an expert
Terrie Quilton Financial AdvisorMutual Funds Investment Specialist
Our team of experienced professionals are here to answer any questions you may have.
"Building relationships and connections with clients and earning their trust is very fulfilling for me. I like my clients to leave with a feeling that they have gained knowledge, confidence and autonomy when it comes to their own finances.”
Terrie has an extensive background in client service and has worked in financial services starting in 2018. She knows and understands the unique needs and circumstances of the Whistler community and is able to advise clients on strategies to help them achieve their goals.
In addition to helping clients with their everyday financial and investment needs, Terrie has significant experience with lending products. She enjoys helping clients explore a variety of borrowing options to help them fulfill their goals. Terrie continues to further her training, knowledge and education in the financial services field to ensure she is giving the best possible advice.
Terrie will work with you to develop your comprehensive LifeSpring® financial guide – a blueprint for building and maintaining a strong financial foundation. This useful financial tool provides an in-depth analysis of your financial position, goals, anticipated needs and future income, integrating all aspects of your financial picture including investments, estate planning and business banking where applicable.
Learn more about the value of working with a financial advisor.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.