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.
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 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:
Terry specializes in a balanced approach to wealth management. Working closely with a select number of clients, his goal is to build lifelong relationships while improving their net worth. He believes in taking a proactive role with your finances.
Terry is passionate about his clients because of the positive impact that he has on their lives. He works with clients who reside in the Provinces of Alberta, British Columbia, Ontario, PEI, and Saskatchewan.
In today's world, the desire for immediate results can be a detriment. Long term wealth requires long term vision. Terry Mah would welcome the opportunity to use his expertise to help you build and maintain a financial plan.