All you really need to know is that we are committed to helping our clients achieve financial security and peace of mind.

Retirement By Design Financial Planning Ltd. is owned and operated by Terry and Lucie Fay. Together they work diligently to build and sustain a business that is well respected by the community and most importantly by their clients.

All services and products are offered through Dundee Securities Corporation.

Terry Fay

Terry has been in the financial services business since 1980. He is proud to be a financial planner that is not affiliated with any proprietary products or solutions. This means Terry can be unbiased in recommending solutions and products to his clients.

Terry was the president of a local securities dealer. He was also the past Vice President of real estate syndication company.

Terry is licensed to recommend and sell mutual funds, segregated funds*, insurance* including life, disability, critical illness, long-term care, group employee benefit programs and annuities.

He is committed to continuing education and has completed the following designations: Certified Financial Planner, Registered Financial Planner and is a member in good standing of the Canadian Association Of Financial Planners (CAFP).

Lucie Fay

Lucie handles client services and is quick to respond to inquiries. She helps make the office and client-planner relationship run as smoothly as possible.

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc. / Ltd., Dundee Insurance Agency Ltd., Dundee Bank of Canada and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.

*Insurance products provided through Dundee Insurance Agency Ltd.
Only securities related products and services referenced are offered through Dundee Securities Corporation.

Dundee Securities Corporation, Member CIPF, is a DundeeWealth Inc. Company
Copyright 2006-7 Retirement By Design.