Portfolio Manager @ (January 2016 - December 2020)
Associate Investment Advisor @ (January 2012 - December 2015)
Associate @ (April 2010 - December 2011)
Terry Sutherland Education
Saint Mary's University
Bachelor of Commerce (B.Com.)
2010
Terry Sutherland Skills
Wealth Management
Mutual Funds
Investment Advisory
Investments
Investment Strategies
Securities
Equities
Portfolio Management
Strategic Financial Planning
Retirement Planning
Capital Markets
Asset Managment
Asset Management
Financial Planning
Financial Modeling
Management
Marketing
Terry Sutherland Summary
Terry Sutherland, is currently a Senior Investment Associate at Sutherland Wealth Management Group - National Bank Financial. Terry Sutherland brings experience from previous roles at Sutherland Wealth Management Group - National Bank Financial and HSBC Securities. Terry Sutherland holds a Bachelor of Commerce (B.Com.) @ Saint Mary's University. With a robust skill set that includes Wealth Management, Mutual Funds, Investment Advisory, Investments, Investment Strategies and more. Terry Sutherland has 1 emails on RocketReach.
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