Terry Sutherland

Senior Investment Associate @National Bank Financial

Halifax, NS, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2020 — Present

Senior Investment Associate @National Bank Financial

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EDUCATION

N/A

Saint Mary's University

Bachelor of Commerce (B.Com.)

SKILLS

Capital MarketsInvestment AdvisoryInvestmentsSecuritiesWealth ManagementStrategic Financial PlanningAsset ManagementRetirement PlanningEquitiesInvestment StrategiesPortfolio ManagementFinancial PlanningMutual FundsAsset Managment

ABOUT TERRY SUTHERLAND

Establishing a relationship with an Investment Advisor is arguably one of the most important decisions you will make. You want your advisor to understand your personal goals and implement a plan that will attain your target. The Sutherland Group has over 50 years of meeting and exceeding these immeasurable objectives. Our service transcends the typical investment experience. We strongly believe that no two clients are the same and therefore every plan is tailored to the needs of the client. Every client is provided with a comprehensive financial plan, which is reviewed annually. Investment advice and planning alone are not sufficient; through the expansive network at NBF we employ the use of tax, estate, and insurance specialists to meet our client’s wealth management needs. Our goal is to instil the abundance of passion and enthusiasm we have towards investing in all of our clients, creating a synergy that makes no goal to lofty.

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Terry Sutherland — Senior Investment Associate at National Bank Financial in Halifax, NS, CA | Unifers