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South Coast Financial Services

Our Mission

Our Mission is to help people buy homes, educate their kids, pay off their

mortgages, plan and build for retirement and ultimately, move the wealth

they’ve helped build from one generation to the next. While we

build our businesses, we have the responsibility to help others build lives.

 

Terry Searles

Financial Advisor

Phones:

(519) 716-8861

E-mail:

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BIO:

Terry Searles was born and raised in northern Ontario. He worked on the family farms starting at the abe of 10 and also hellping friends handling live stock cutting, bailing hay and straw.  Later he went to college to become a meat cutter / butcher which he did for almost 27 years in retail and wholesale establishments. He suffered a workplace accident and through WSIB rehabilitation he continued his career as a sales person at united furniture. Shortly after that he decided to go into being a financial advisor, he found that his advisor was lining his pockets and not doing what he should for the clients. Through his training period as a financial advisor he learned through family and friends how to do what was right for the client. He showed them better solutions for saving for their future and to get the proper life insurance in place.

With his past experience in sales and a passion to talk to and help people financial services was a natural fit. He has helped put many families on the path to achieve their goals and dreams.

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We care about your financial self defence ... shouldn't you?

Initial Meeting

  • We meet at your home where you are more comfortable

  • We get to know you and you get to know us

  • We collect information about you to perform a complimentary, confidential Financial Goals Analysis

  • We book a follow up appointment to provide with a road map to meet your goals and dreams

Your Financial Road Map

We present to you a detailed presentation outlining the following:

  • Your net worth

  • Income protection / insurance requirements (life, disability & critical illness)

  • Your financial independence number & retirement saving needs

  • Saving for your children's education

  • Debt reconstruction

  • Wills & Powers of Attorney

Follow Up

We follow up with you regularly

  • When you receive your investment statements

  • When ever you have questions

  • When you find you need to make changes to your "Financial Road Map"