Since 2005, Terry O’Leary has been dedicated to helping individuals and families build strong financial futures. He began his career at Investors Group, where he guided clients out of the traditional “Buy, Hold, and Suffer” cycle and into strategies designed to protect wealth and generate long-term growth.
In 2012, Terry joined Certika Investments Ltd. as an Independent Financial Professional. His mission has always been simple but powerful: help people reduce debt, increase cash flow, and transform those payments into wealth accumulation. By creating a personalized financial road map, Terry helps clients cut interest costs, consolidate debt, build savings, and invest with confidence for a brighter future.
In 2019, Terry made the decision to leave the traditional mutual fund industry and join Waverley Corporate Financial Services. He recognized that conventional financial services often placed limits on client returns, and he knew there were better ways to help individuals and families achieve their financial goals. This move allowed him to expand the strategies and tools he offers, ensuring his clients benefit from a broader, more flexible approach to building and protecting wealth.
Terry holds three key licenses: Exempt Market Dealer (EMD), Level 2 Mortgage License, and LLQP (Life Insurance License). This unique combination of credentials allows him to provide a comprehensive suite of financial solutions—including debt consolidation, investment strategies, insurance protection, and mortgage financing—so clients can achieve lasting financial security.
Terry’s ultimate goal is to empower people with financial freedom so they can enjoy the life they’ve always dreamed about.
416-822-9682
toleary@waverleyc.com
Book a Meeting https://calendly.com/si-appointment
Jurisdiction: ON
Since 2005, Terry O’Leary has been dedicated to helping individuals and families build strong financial futures. He began his career at Investors Group, where he guided clients out of the traditional “Buy, Hold, and Suffer” cycle and into strategies designed to protect wealth and generate long-term growth.
In 2012, Terry joined Certika Investments Ltd. as an Independent Financial Professional. His mission has always been simple but powerful: help people reduce debt, increase cash flow, and transform those payments into wealth accumulation. By creating a personalized financial road map, Terry helps clients cut interest costs, consolidate debt, build savings, and invest with confidence for a brighter future.
In 2019, Terry made the decision to leave the traditional mutual fund industry and join Waverley Corporate Financial Services. He recognized that conventional financial services often placed limits on client returns, and he knew there were better ways to help individuals and families achieve their financial goals. This move allowed him to expand the strategies and tools he offers, ensuring his clients benefit from a broader, more flexible approach to building and protecting wealth.
Terry holds three key licenses: Exempt Market Dealer (EMD), Level 2 Mortgage License, and LLQP (Life Insurance License). This unique combination of credentials allows him to provide a comprehensive suite of financial solutions—including debt consolidation, investment strategies, insurance protection, and mortgage financing—so clients can achieve lasting financial security.
Terry’s ultimate goal is to empower people with financial freedom so they can enjoy the life they’ve always dreamed about.
416-822-9682
toleary@waverleyc.com
Book a Meeting https://calendly.com/si-appointment
Jurisdiction: ON
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