Terry E Genttner

Thanks for reading my biography. My sole focus as a financial advisor is to see my clients achieve the financial goals that are most important to them. I absolutely love what I do for 'work' and work extremely hard for my clients.

My branch office administrator Mary Heyblom and I want to understand what's important to you. You and I will work through my established process to build your personalized strategy and the specific actions needed to help achieve your financial goals. Together we will regularly revisit your goals, risk tolerance and the strategies we've developed to help keep you on track. This helps me meet the following client expectations:

• Regular contact, review and rebalance of your portfolio
• Understanding your goals and financial situation
• Carefully chosen quality investments (stocks/bonds/ETFs/GICs/mutual or segregated funds)
• Understanding your risk tolerance for market volatility
• Understanding the cost of your investments and my advice
• Work with your Legal and Tax Professional to achieve tax efficiency and estate planning
• Income options (especially for those retires that need an income)
• Discuss opportunities in good or bad markets

I choose to work at Edward Jones 7 years ago because of our shared philosophy that our clients interests come first. We are focused on the serious long-term investor. In fact, for 8 years in a row Edward Jones has been ranked # 1 in Investor Satisfaction with Full-Service brokerage firms*

I care about the communities I live and work. My wife Carrie and I with our three wonderful children live in Lucan with my office is located a short distance away in Grand Bend.

*Edward Jones received the highest score in the J.D. Power 2013-2020 Canada Full-Service Investor Satisfaction Studies of investors’ satisfaction with their full-service investment firm. Visit jdpower.com/awards