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Financial advisors in Terrace

4 advisory teams and firms in Terrace, British Columbia.

Allison R McCulloughTerrace
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Coleen TaylorTerrace
Team at IG Wealth Management
- Portfolio management and investment advice
4 advisors
See profile →
Kam SiemensTerrace
Team at IG Wealth Management
- Portfolio management and investment advice
See profile →
Tianna L FarringtonTerrace
Team at Edward Jones
- Portfolio management and investment advice
See profile →

Terrace in figures

12,017residents in 2021 (+3.2% since 2016)

$90,000median total household income, 2020

70.1%of households own their home

$420,000median dwelling value

16%aged 65 and over

25.7%of 25-64 year-olds hold a bachelor's degree or higher

Source: Statistics Canada, 2021 Census of Population (2020 incomes).

Wealth planning issues in Terrace

Doctor or health professional in Terrace: incorporate and plan retirement?

18.2% of jobs in Terrace are in this sector, against 13% across Canada (2021 census). A professional corporation, salary or dividends, and retirement without an employer plan: these choices are made early.

Where to invest your savings in Terrace: RRSP or TFSA?

Only 28.7% of tax filers in the Terrace area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.

RRSP or TFSA? →

How much to save for retirement in Terrace?

CPP and OAS rarely cover your full lifestyle: personal savings fill the gap, to be calculated for your age and horizon.

Calculate your savings goal →

Property taxes in Terrace

$4,767property taxes and charges on a representative house, 2026

$516,428assessed value of that representative house

Source: Government of British Columbia, Local Government Statistics, schedule 704 (school, municipal, regional district, hospital and other taxes, parcel taxes and user fees). All municipalities compared.

Savings and high incomes in the Terrace area

20.2%of tax filers contributed to an RRSP

$3,760median RRSP contribution

Among people with income in the Terrace area, in 2023:

28.7%report dividend or interest income (median $530)

6.9%report capital gains (median $1,410)

16.5%receive a private pension (employer plan, RRIF, annuity)

18%have a total income of $100,000 or more

Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.

Frequently asked questions

How many financial advisory firms are there in Terrace?

Advisor Index lists 4 advisory teams and firms in Terrace, British Columbia: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.

How do I check a financial advisor in Terrace?

Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.

Other cities in British Columbia

Vancouver · 258
Victoria · 102
Kelowna · 81
Surrey · 53
Burnaby · 44
Nanaimo · 38
Kamloops · 28
Abbotsford · 26
Vernon · 21
West Vancouver · 19
North Vancouver · 17
Coquitlam · 16

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.