Client Testimonial:

"My work with Theresa extends back several years at a different financial institution. During this time, we accomplished much including a reorganization of my investments and setting out a clear plan to get me to where I needed to be, to enjoy a worry-free retirement. Theresa’s approach was not only professional as one would expect, but also personal; she took the time to really know me and understand my views on money and life before creating my plan. When Theresa moved to CIBC Wood Gundy, I did not hesitate to follow her. That decision has been rewarded time and time again. With the new tools and products available to her, we were able to enhance my portfolio in new and unique ways."

"Theresa is a genuinely warm, funny, and caring person that never fails to amaze. Have you ever heard an investment advisor tell you during a call that they “woke up in the middle of the night thinking about your portfolio!” Now that’s what I call dedication."

"I first met Theresa in 2014 when she was recommended to me by an associate who knew I was very skeptical about financial advisors because I’d had a difficult prior experience with an advisor at another institution. To say that I have found my relationship with Theresa to be fantastic is an understatement…. I consider Theresa to be my savior in all things related to my finances and I also consider her to be a great friend!! Theresa is so patient with all my questions, always responds immediately and is exceptional at explaining the information regarding my investments in such a way that I feel she was born to be a teacher. She always goes above and beyond and I know that she is as interested in protecting and growing my investments as she would be with her own. For these, and many more reasons, I did not hesitate to follow Theresa to the CIBC bank in 2022! I am very happy to be at the CIBC bank but, in truth, I would follow her anywhere – I trust her so completely that I can’t imagine not having her as my financial advisor and I recommend her to all my family and friends."

"When I returned to Canada after 38 years in New Zealand, I realized I didn't know anything about the markets here. Thanks to a recommendation from a friend, I met Theresa - what a treasure! I am an accountant by training, but I really appreciate Theresa's explanations of what is happening and what to do about it. I don't worry about my future - thank you, Theresa! And I mean it!"