Our team

Terry Garcia, CIM

Investment Advisor, Oakville Office

Terry Garcia offers private investment planning and wealth management to affluent individuals, families and businesses. Terry has over 20 years experience in the financial services industry.

As an Investment Advisor, with Caldwell Securities Ltd., Terry offers a discreet, holistic approach to the Investment Management he provides to personal and business clients, and their families.

A well-rounded career has honed Terry’s ability to understand and translate client goals and aspirations into thoughtful, well-executed investment strategies. His emphasis on communication ensures that those strategies are continually refined to reflect changes in client objectives and preserving balance. Between growth and preservation of assets, Terry’s investment process is unique to each client.

Terry believes in developing trust with his clients that can only be achieved through a disciplined, consistent approach to investing that is based on sound fundamentals.

He is a firm believer in continuing education. Terry has earned the Canadian Investment Manager (CIM) designation, which is the highest-level portfolio management training available through the Canadian Securities Institute.