Qwest Investment Fund Management Ltd.
Terri is an Exempt Market Dealing Representative with Qwest Investment Fund Management Ltd. Her role is to provide subscription services for clients investing in some of our partner product offerings, income trusts and yield products.
Terri’s career has spanned over 25 years in the financial services industry. She has held financial planning, advisory and consultant roles with the Wealth Management divisions of several of the large Canadian banks.
In addition to being a graduate of the University of Western Ontario, with a degree in Financial Studies, Terri is a Personal Financial Planner (PFP) and a Chartered Financial Divorce Specialist (CFDS).
Rob joins the Qwest team as a Dealing Representative. He brings with him just over ten years of experience in the financial industry during which time he functioned as an options trader for prop trading firms based out of Chicago.
Born and raised in Calgary, Alberta, Rob left to pursue an education in the United States at Lake Forest College, a small liberal arts college located 40 miles north of Chicago, where he graduated magna cum laude with a B.A. in Economics. Rob was also a four year letter-winner on the College’s Varsity ice hockey team, a member of Phi Beta Kappa, and the recipient of Lake Forest College’s Scholar-Athlete award as well as the College’s Economics Prize for top economics student.
After attending college, Rob began his trading career at Chicago’s prestigious options trading firm PEAK6 where he worked his way through the trader training program and became a junior trader where he was responsible for managing a $2 million portfolio. After his time at PEAK6, Rob worked for another Chicago based options trading firm, NolitaCapital, where he functioned as a senior trader on a team managing two $10 million portfolios.
Rob holds the FINRA series 7 and series 24 qualifications as well as the CSC and CCO licensing exam qualifications from the CSI.