Cornerstone Capital Financial

BDO Canada LLP is a leading provider of professional services to clients across a variety of sectors and segments. For over 100 years, our team has served communities across Canada through an integrated service offering including accounting, assurance, tax, and consulting services. This is complemented by deep industry knowledge and positions BDO to advise clients with both domestic and global needs. Our people-first approach to our talent experience has earned us multiple awards, including a spot among Canada's Top 100 Employers for 2025.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.

Terry Searles is a financial consultant and managing partner at South Coast Financial Services, dedicated to helping clients with their financial needs, such as buying homes, saving for education, and planning for retirement. With a background that includes experience in the retail meat industry and sales, Terry focuses on providing tailored financial solutions and services that empower families to achieve their dreams and secure their financial future. The firm offers comprehensive financial services, including insurance options, investment strategies, and business solutions, ensuring clients receive personalized support throughout their financial journey. Emphasizing a client-first approach, Terry Searles and his team provide ongoing assistance and follow-up to navigate life's financial challenges and opportunities effectively. Generated from the website