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Terry Richardson • Director, Wealth Management
Terry has over 30 years experience in the investment industry and is dedicated to providing his clients with superior service and wealth management advice. Terry has been on the ScotiaMcLeod Advisory Board (SMAB) for the past 3 years. This board helps steer the national business practices of advisors at ScotiaMcLeod.
Terry is currently a member of the New Brunswick District Council of the Investment Dealers Association (IDA) and is a past chair of the New Brunswick District Council. The IDA is the National governing agency that monitors and regulates the Investment Industry in Canada.
Sandra Barton, CIM, FCSI • Senior Wealth Advisor
Sandra has over 14 years experience in the Investment Industry. She has earned the designations of Certified Investment Manager and Retirement Strategist. She is also a Fellow of the CSI www.fcsi.ca one of the most respected accreditations in the financial services industry.
Sandra is the past chair of the National Advisory Committee of the IDA and a past member of the Board of Directors of the IDA.
Beverly Mosher, FMA • Senior Associate
Bev has over 7 years experience in the Investment Industry. She has just completed the Senior Associate Program. Bev has completed the Financial Planning Program and is insurance licensed. Her responsibilities include administration and assisting Terry and Sandra.
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