Kim Craig, CFP

Investment Advisor, Manulife Securities Incorporated

Independent Life Insurance Agent

403.381.8662

Insurance Inquiries
Investment Inquiries

I began my career in the financial services industry with a Canadian Chartered Bank in 1976. In 1992 I began to focus on offering investment advice to individual Canadians. It is gratifying to help clients achieve their financial goals.

Over the years I have built my investment advice practice by working with a diversified clientele and I have been fortunate to work with Quintus Financial colleagues since 2004. I embrace the mission statement and code of conduct that has been adopted by the firm; in particular I recognize the value of forging trust relationships with each client.

My many years of experience in the financial services industry have been complemented with many courses through the Institute of Canadian Bankers, The Financial Planner Standards Council, the Canadian Securities Institute, and Advocis.

I am a family man with a loyal and devoted wife and have three grown children. The addition of six grandchildren has brought much joy to my life.

Cindy Connor

Administrative Assistant, Manulife Securities Incorporated

403.381.8662

Investment Inquiries
Insurance Inquiries

Born in Newfoundland, my family and I later travelled across Canada to Calgary in the early 80’s as my dad was in construction and out west was the place to be. As an Honour student in High School, I received a scholarship from the Calgary Board of Education for Career and Life Technology Studies as well as many other academic accolades. After graduation, I was accepted at Mount Royal College and studied Business Administration and Secretarial Arts.

While raising two children, I worked in various customer service and human resource positions, waiting for my ‘dream office job’ to present itself and to allow me to show my true talents. I was working in Calgary when I met my husband, Steve, and we moved to Lethbridge to start our new life together.

Since joining the Quintus Financial family in June of 2008, I feel that I have finally found the position that I was always dreaming of.

Terry Mah, B.Mgt, CFP, FMA, FCSI, CSWP

Financial Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Quintus Holdings Inc.

403.381.8662

Insurance Inquiries
Investment Inquiries

Terry Mah was born, raised, and educated in Lethbridge. He is proud of his hometown roots along with being the first generation of his family born in Canada.

Terry started his career as a financial planner in 1995 after graduating from the University of Lethbridge. He holds a Bachelor of Management (B.Mgt.) degree with a double major in accounting and marketing.

Since beginning his career, he has received the following industry designations:

• Chartered Financial Planner (CFP), 1998: Certification provides assurance that the planner is committed to internationally recognize professional standards of competence, ethics and practice as set and enforced in Canada by the Financial Planning Standards Council. This is the industry gold standard in financial planning.
• Financial Management Advisor (FMA), 2006: Designation holders are recognized as expert professionals who can provide the advanced service and advice to meet the needs of affluent clients.
• Fellow of the Canadian Securities Institute (FCSI), 2006: The FCSI is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honour in the financial services industry.
• Chartered Strategic Wealth Professional (CSWP), 2010: The CSWP is a specialized designation. It is the only wealth management designation that caters specifically to the complex financial needs of affluent clients.