Teresa Loy CFP®, CPA, CA, MBA
As a 25 year CERTIFIED FINANCIAL PLANNER professional with a CPA and MBA, Teresa brings a unique perspective and skill set to the table that sets me apart. Her extensive education and experience have equipped her with the knowledge and expertise to help clients achieve their financial goals in a comprehensive and effective manner. With a deep understanding of accounting, tax planning, and investment management, she is able to provide holistic financial planning solutions that take into account a wide range of factors and considerations.
Teresa's long track record of success and dedication to our clients sets her apart in the financial planning industry. She is committed to building long-term relationships with clients based on trust, transparency, and exceptional service. Whether our clients are just starting out on their financial journey or are seasoned investors looking to take their wealth management to the next level, she is there provide the guidance and support they need to achieve financial success and security. As a member of the Chartered Professional Accountants of Ontario, and a Chartered Accountant, Teresa pays particular attention to tax implications in developing wealth accumulation and retirement plans for clients, as well as strategies for intergenerational wealth transfer.