Terri Williams, CFP

Terri joined Dynamic Funds in 2006 as Director, Educational Services and was promoted to Vice President, Editorial Services in 2009 for the parent company DundeeWealth Inc.

With Scotiabank’s acquisition of DundeeWealth, Terri took over marketing responsibility for all of Scotiabank’s domestic wealth businesses in 2011. She is responsible for marketing oversight for Dynamic Funds, DundeeWealth, ScotiaMcLeod, Scotia iTrade, Scotia Private Client Group, ScotiaLife Financial as well as the Commercial Banking units of the Bank

Before joining Dynamic Funds, Terri managed investor education programs at the Ontario Securities Commission for five years including her role as President of the Investor Education Fund. At the OSC, she was an active member of the North American Securities Administrators Association (NASAA). Previously she was Manager, Communications at the Investment Funds Institute of Canada (IFIC).

Terri also has 12 years’ experience as a financial journalist at SunMedia, Investment Executive Newspaper and IE:Money Magazine. She has written on investing and personal finance for numerous other organizations and publications.

Terri has her Certified Financial Planner (CFP) designation and is on the Board of Directors of the Canadian Foundation for Economic Education. She was also the Chair of IFIC’s Financial Literacy Taskforce.