Financial Advisor: Terry Bax

Financial Advisor: Terry Bax I am excited to announce that I have started a new role as a Senior Wealth Advisor with iA Private Wealth. I love what I do! intensity and intelligence.

With more than 120 years of history, iA is a proudly Canadian firm with a strong reputation for stability, independence, and long‑term thinking. I coach high net worth individual's , families and small business owners. As a financial advisor I go through a proven discovery process in concert with my client to develop a personalized financial strategy. No matter what stage of life you are in, if yo

u want to reach your goals you are more likely to succeed with a plan in place. That's where I excel in helping people navigate financial decisions to make their dreams a reality and achieve their goals. Our branch is located in beautiful Belmont Village. My Branch Office Administrator, Kimberly Musselman and I strive everyday to work with integrity. My wife Pamela and I reside in Westmount , we moved in 1998 to raise our family; Rachel, Brendan and Liam (as well as our pets). I thoroughly enjoyed coaching both my sons ice and ball hockey teams for over a decade. I have served the community as President of the Belmont Village BIA and am currently a Board member for the Belmont Village Bestival. If you would like a complimentary portfolio review, help in developing your written financial strategy or if you have a question about an investment please give us a call at (519)570-9901

Merry Christmas and a Happy & Healthy New Year to All!
12/25/2025

Merry Christmas and a Happy & Healthy New Year to All!

Throughout the year, we believe it's been easy to get caught up in skepticism. Markets have navigated policy shifts, glo...
11/29/2025

Throughout the year, we believe it's been easy to get caught up in skepticism. Markets have navigated policy shifts, global uncertainty, and valuation concerns.

How did the markets perform this week? Get the highlights and the latest economic news.

Global markets were hit by another bout of volatility last week, with equities again finishing lower in a choppy week, c...
11/22/2025

Global markets were hit by another bout of volatility last week, with equities again finishing lower in a choppy week, continuing the worst run since the tariff driven sell-offs in April*.

How did the markets perform this week? Get the highlights and the latest economic news.

We believe diversification matters in this backdrop, and we see opportunities in U.S. large-cap and mid-cap stocks, the ...
11/15/2025

We believe diversification matters in this backdrop, and we see opportunities in U.S. large-cap and mid-cap stocks, the Canadian materials and energy sectors, and emerging-market stocks, to balance U.S. technology exposure.

How did the markets perform this week? Get the highlights and the latest economic news.

On Remembrance Day, we remember the sacrifices of our military veterans made to make Canada and the world a better place...
11/11/2025

On Remembrance Day, we remember the sacrifices of our military veterans made to make Canada and the world a better place.

Please join us at Edward Jones for two minutes of silence on the “11th hour of the 11th day of the 11th month”.

To all our veterans: Thank you so much for your service.

Equity markets pulled back to start November as AI enthusiasm appeared to hit a valuation speed bump.
11/08/2025

Equity markets pulled back to start November as AI enthusiasm appeared to hit a valuation speed bump.

How did the markets perform this week? Get the highlights and the latest economic news.

Markets brushed off the Halloween scaries to close October close to record highs.
11/01/2025

Markets brushed off the Halloween scaries to close October close to record highs.

How did the markets perform this week? Get the highlights and the latest economic news.

Witch-ing you a spook-tacular Halloween.
10/31/2025

Witch-ing you a spook-tacular Halloween.

Bull market turns 3 — Since bottoming in October 2022, the S&P 500 has gained 90% and the TSX 67%, an impressive run but...
10/25/2025

Bull market turns 3 — Since bottoming in October 2022, the S&P 500 has gained 90% and the TSX 67%, an impressive run but not unusual by historical standards.

How did the markets perform this week? Get the highlights and the latest economic news.

After a six-month steady move higher, the S&P 500 and Canadian TSX indexes face challenges, including ongoing trade tens...
10/18/2025

After a six-month steady move higher, the S&P 500 and Canadian TSX indexes face challenges, including ongoing trade tensions between the U.S. and China, the ongoing U.S. government shutdown, and emerging concerns about small regional banks' credit quality.

How did the markets perform this week? Get the highlights and the latest economic news.

Address

202-660 Weber Street N
Waterloo, ON
N2V2N2

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15195709901

Website

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