A graduate of Sir Sandford Fleming College, Terra has been a part of our Client Service Team for over a decade. She serves as a the Client Service Team Manager as well as the firm Compliance Officer. She is investment licensed and assists the Management Team in providing impeccable service to clients both directly, and behind the scenes through implementation, management, and oversight of client accounts. Terra is investment licensed and has an unwavering eye for detail, ensuring that nothing is overlooked. She has developed and maintains strong relationships with all of the firm’s corporate investment partners and solutions providers to the advantage of the firm and its clients.