Meet Our Team

Tom Terzis - Financial Consulant

With over 20 years of committed experience in financial services, Tom has built long standing relationships with his clients.

He is in constant communications which is essential in helping his clients plan and meeting their goals and dreams. Tom is constantly developing strategies to ensure the best financial interests of his clients based on market conditions. He specializes in working with executives, retirees, and business owners in all aspects of financial, estate, retirement and tax planning.

His team of insurance, tax, and mortgage specialists helps people who are "Tired of Taxes". His commitment to Excellence and the Truth are your results.

Tom has been happily married for 25+ years to his wife Margaret and has three lovely daughters, Kristen, Tanya and Alexandra.

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.