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Terry Bax, Financial Advisor

FINANCIAL ADVISOR
Terry Bax

684 Belmont Avenue West, Suite 203, Kitchener, ON N2M 1N6opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Intergenerational planning
  • Retirement savings strategies
  • Retirement income strategies
  • Wealth strategies
  • Wealth protection strategies

About Terry

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....

Work History

  • Edward JonesApril 2012 to Current

Education

  • Calvin UniversityBachelor of Arts

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(519) 570-9901

Fax

(855) 258-5315

Office Address

684 Belmont Avenue West
Suite 203
Kitchener, ON N2M 1N6opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More