As an Executive Assistant for the president of IronWealth Ltd. and Advanced Benefits, Terri utilizes her extensive administrative experience and skills to assist the executive team in all facets of account management. From direct customer interaction and problem solving to sales support, Terri provides a comprehensive level of assistance for the investment and insurance advisors. A friendly disposition, strong organizational skills, a passion for customer service and resourcefulness allows Terri to excel in her role.
Terri has been in the financial services industry for over 30 years. Starting her career at a national investment firm providing customer and advisor support, Terri steadily progressed to more senior positions with increasing responsibility and work load. Providing assistance to the top executives in the firms over the past several years, Terri has solidified her reputation as a top Executive Assistant.
In her spare time, Terri likes to play golf and squash, is a fitness enthusiast and most importantly, spends time with her family. She has completed various management and professional development courses to hone her business skills. Terri also likes to give back to the community through fundraising, volunteering with Track3 Skiing for special needs children and is the founder of the Cerebral Palsy Parent Support group through the Kids Ability Centre in Waterloo.
