Terry Barrett Email & Phone Number
Investment Advisor at Designed Wealth Management @ Designed Wealth Management
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Terry Barrett Location
- Uxbridge, ON, CA
Terry Barrett Work
- Investment Advisor at Designed Wealth Management @ (June 2023 - Present)
- Investment Advisor @ (June 2023 - Present)
- Consultant @ (February 2009 - June 2023)
- Consultant @ I.G. Wealth Management (February 2009 - June 2023)
- President @ Uxbridge Chamber of Commerce (April 2015 - April 2017)
- Vice President @ Uxbridge Chamber of Commerce (January 2011 - April 2015)
- Owner @ T. Barrett Construction (January 1991 - January 2005)
- Owner @ ProMx Race Productions (January 1985 - January 1999)
Terry Barrett Education
- Uxbridge Secondary School
- Seneca College
Marketing/Marketing Management (General)
1990
Terry Barrett Skills
- Investments
- Strategic Financial Planning
- Wealth Management
- Small Business
- Retirement
- Strategic Planning
- Succession Planning
- Coaching
- Estate Planning
- Wealth
- Retirement Planning
- Entrepreneurship
- Leadership
- Group Benefit Plans
- Business Planning
- Financial Services
- Group Insurance
- Employee Benefits
- Insurance
- Disability Insurance
- Life Insurance
- Asset Allocation
- Financial Planners
- Asset Management
- Time Management
- Pensions
- Finance
- Tax
- Financial Analysis
- Trusts
- High Net Worth Individuals
- Investment Advisory
- Strategy
- Savings
- Personal Finance
- Investment Strategies
- Retirement Savings
- Underwriting
- Fixed Annuities
- Financial Advisory
- Mutual Funds
- Credit
- Banking
- Critical Illness
- Benefits Administration
- Business Development
- Wealth Management Services
- Training
- Recruiting
- Financial Planning
Terry Barrett Summary
- Terry Barrett, based in Uxbridge, ON, CA, is currently a Investment Advisor at Designed Wealth Management at Designed Wealth Management. Terry Barrett brings experience from previous roles at Designed Wealth Management, Investors Group Financial Services Inc., I.G. Wealth Management and Uxbridge Chamber of Commerce. Terry Barrett holds a Uxbridge Secondary School. With a robust skill set that includes Investments, Strategic Financial Planning, Wealth Management, Small Business, Retirement and more. Terry Barrett has 2 mobile phone numbers on RocketReach.
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