Terri Lemke has been a Wealth Advisor in Saskatoon for over thirty years and continues to be incredibly passionate about assisting people with their personal financial planning and wealth management.
She enjoys helping people meet their investment objectives and emphasizes ‘peace of mind’ wealth management with an emphasis on managing risk. She works with many multi-generational families and is especially focused on retirement and estate planning. A special emphasis is assisting people who are receiving severance packages or retiring with defined contribution pension plans.
Terri continues to build her expertise and has achieved the Chartered Investment Manager (CIM™) designation and the Fellow of the Canadian Securities Institute (FCSI™) designation. The FCSI™ is considered to be the “most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement”. (Canadian Securities Institute).
Terri is a strong believer in giving back to the community having served a number of organizations such as Chair, Meewasin Valley Authority; Founding Chair, Habitat for Humanity Saskatoon Woman Build;Director, Canada Post Corporation as well as a number of other organizations.