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Terry Fay Cim® Cfp®
Managing Director at Caerus Private Wealth
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Work Experience
Managing Director
Present
Portfolio Manager
Present
Sector Securities
President
1992 - 2000 · 8 years
Company Details
2-10 Employees
Caerus is a full-service wealth advisory practice headquartered in the heart of downtown Vancouver. We pride ourselves with the creation, protection and transition of wealth for hundreds of families across Canada. Our success comes from our unwavering love for what we do and our duty to those we serve. We care deeply about our family clients and we guide them with the same professionalism, passion and authenticity that we show our own. A member of iA Financial Group’s wealth management division, iA Private Wealth is within Canada’s premier financial advisory networks with over 700 advisors across the country. With a focus on providing investment strategies, iA Private Wealth offers individuals, families, and businesses fully integrated wealth solutions. iA Private Wealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
609 Granville St 700 Vancouver, British Columbia V6C, CA
Keywords
Discretionary Investment ManagementRetirement & Income SolutionsEstate & Legacy Solutionsand Small & Business Solutions
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