Teresa’s expertise sits in client-relationship management and end-to-end client support, a path that began in Canada, where she worked as a Personal Banker and Investment Consultant at one of the country’s major banks, helping clients with budgeting, lending, mortgages and long-term wealth-building strategies.

Before that, she worked in project management and as an immigration agent, experience that taught her how to manage complex processes and understand each client’s individual circumstances, skills she now brings to supporting financial advisers and their clients throughout the advice process. Teresa is consistent and reliable, and takes pride in making sure nothing is missed and that clients feel supported every step of the way, simplifying the process for advisers, so they can focus on what matters most: the advice itself.

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