Terry Von Niessen, Cfp
About Terry Von Niessen, Cfp
Terry Von Niessen is a Financial Assistant at Investors Group, where he has worked since 2016. He has an extensive educational background in finance, banking, and investments, with multiple certifications from various institutions.
Work at Investors Group
Terry Von Niessen has been employed as a Financial Assistant at Investors Group since 2016. In this role, he provides support in financial planning and investment strategies, contributing to the overall client experience. His tenure at Investors Group spans over eight years, during which he has developed a comprehensive understanding of financial products and services.
Education and Certifications
Terry Von Niessen has pursued extensive education in finance and related fields. He studied at the Institute of Canadian Bankers, focusing on Investments and Securities, and completed the Investment Funds in Canada program in 2006. He also attended the Canadian Securities Institute, where he completed the Banking and Financial Support Services program and the Canadian Operations Course in 1990. Additionally, he is currently studying for the Wealth Management Essentials certification and has been working towards his Life & Accident & Sickness License since 2012.
Background in Accounting
Terry Von Niessen studied Accounting at Medicine Hat College from 1983 to 1985, achieving a degree in Business Administration. This educational background has provided him with a solid foundation in financial principles and practices, which supports his current role in financial assistance.
Professional Development
Terry Von Niessen has engaged in ongoing professional development throughout his career. He has been studying at the Canadian Securities Institute since 1989, focusing on the Canadian Securities Course. This commitment to continuous learning reflects his dedication to enhancing his expertise in the financial sector.