Terri Lemke

Investment Advisor, Portfolio Manager and Senior Vice President

Terri Lemke has been an Investment Advisor inSaskatoon for over thirty years and continues to be incredibly passionate aboutassisting people with their personal financial planning and wealth management.

She enjoys helping people meet theirinvestment objectives and emphasizes ‘peace of mind’ wealth management with anemphasis on managing risk.  She workswith many multi-generational families and is especially focused on retirementand estate planning.  A special emphasisis assisting people who are receiving severance packages or retiring withdefined contribution pension plans.

Terri continues to build her expertise and hasachieved the Chartered Investment Manager (CIM™) designation and the Fellow ofthe Canadian Securities Institute (FCSI™) designation.  The FCSI™ is considered to be the “mostsenior credential in Canadian financial services.  It is reserved solely for an elite group ofexperienced financial services professionals that meet the highest standardsfor advanced education, ethical conduct, industry experience and peerendorsement”. (CanadianSecurities Institute).

Terri is a strong believer in giving back tothe community having served a number of organizations such as Chair, MeewasinValley Authority; Founding Chair, Habitat for Humanity Saskatoon Woman Build;Director, Canada Post Corporation as well as a number of other organizations.