We provide simple solutions to complex problems by bringing every piece of your financial picture together.
Leading with empathy
Before Terri joined the industry, she received some financial advice that did not align with her values or her goals. This experience served as the catalyst for her transition to a career in wealth services. With an insatiable curiosity and an eagerness to learn, Terri absorbed as much information as she could about investing and wealth management, achieving many notable accreditations along the way.
Today, she proudly leads Dickson Family Wealth, where she continues to promote education, expertise, and above all, empathy. As a team, this is the key to our success – we’ve been in our clients’ shoes, and we never forget it.
Teresa (Terri) Dickson
Phuong Nguyen
Alexandra (Allie) Dickson
Christine Nobrega
Arthur Messakh
CJ Mitchell
Our services
Taking a 30,000-foot view
When it comes to your financial affairs, we like to look at things with a 30,000-foot view. It gives us a full, panoramic scope of your unique situation. Then, we apply our expertise to chart a course at ground level.
Financial planning
Investing
Banking & lending services
Insurance & risk management
Tax planning
Will & estate planning
Retirement planning
Education planning
Charitable planning
Goal planning
Business owner & succession planning
Financial literacy
Our clients
Walking a mile in your shoes
Although we have taken serval different paths, our team came together for one purpose: To help our clients reach their desired destinations efficiently and effectively. Informed by our diverse range of experiences, we offer knowledgeable guidance and understandable solutions.
Who we help
Families
Rooted in our understanding of your lifestyle, goals, and needs, we’ll help you and your loved ones build sustainable wealth today and for generations to come.
Business owners
With such different and complex financial needs, we work with you to build and preserve your wealth in the most efficient way possible.
Healthcare professionals
Whatever your career aspirations are, we develop a plan to build your wealth your way, keeping tax efficiencies top of mind.
How we help
Translating industry jargon
We believe that you should feel empowered to make important financial decisions, which is why we strive to make complicated things simple to understand.
Offering proactive advice
As proactive problem solvers, we identify opportunities that would be to your best advantage, whether it’s saving for your children’s education or planning for retirement.
Peace of mind
We look at every situation from every possible angle to ensure total and complete financial peace of mind.
Resources
Curated resources for the curious
Take a look through these helpful fact sheets, step-by-step guides, and educational resources designed to simplify your financial life.
Educational guides
Understanding your monthly statements
If you have any questions regarding your statement, please give us a call.
2025 handy financial facts
A quick guide that outlines contribution limits, tax deadlines, pension amounts, and more.
Tax reporting guide
Important dates and required tax information to help prepare your annual tax return.
Wealth management guides
Estate planning guide
Retain more of your assets, protect your estate, and leave a lasting legacy.
Retirement checklist
This checklist may serve as a handy tool in helping you make the most of your retirement.
Charitable giving
When done properly, charitable giving benefits both society and you, the donor.
Insurance trusts for estate planning
Outlining the creation of insurance trusts and how it can add value to your estate plan.
Insights
Ready to reach your ideal financial destination?
The first step is simple. Contact Dickson Family Wealth today for a complimentary consultation.
Email:dicksonfamilywealth@rbc.com
Phone:604-257-3202