Terry Bax

As a financial advisor, I love coaching individuals, independent women, families, and business owners to help them reach their financial goals.

You are more likely to achieve your financial goals when you have a written plan in place. To help create an effective personalized financial strategy, I take my clients through a detailed discovery process. We meet regularly with clients, reviewing and updating their goals, and working in concert with their accountants and lawyers, as well as our support team at head office to navigate the many financial decisions that life presents.

My branch is located in beautiful Belmont Village....