Ben Terpstra
Client Services Specialist
About Ben
After recently graduating from Kings University College with the degree in Bachelor of Management and Organizational Studies with a Specialization in Accounting and a Minor in Psychology, I joined Georgijev Financial Group in 2019 in an administrative role and will be looking to further my education in the Mutual Fund field as well as Life Insurance.
As Client Services Specialist, I assist Angel in the background with administrative tasks to ensure your experience as a client extends beyond your meetings with her. You will hear from me occasionally after meetings to touch base on certain transactions as I follow up with them. When you call the office you may speak to me whether it’s booking a meeting with Angel, sending duplicate tax receipts or even just checking in on your portfolio.
I thoroughly enjoy seeing friends and spending time on the golf course in the summer to keep busy outside of the office. I am also an avid sports fan and love watching football, hockey and soccer when I have some free time.
About Ben
After recently graduating from Kings University College with the degree in Bachelor of Management and Organizational Studies with a Specialization in Accounting and a Minor in Psychology, I joined Georgijev Financial Group in 2019 in an administrative role and will be looking to further my education in the Mutual Fund field as well as Life Insurance.
As Client Services Specialist, I assist Angel in the background with administrative tasks to ensure your experience as a client extends beyond your meetings with her. You will hear from me occasionally after meetings to touch base on certain transactions as I follow up with them. When you call the office you may speak to me whether it’s booking a meeting with Angel, sending duplicate tax receipts or even just checking in on your portfolio.
I thoroughly enjoy seeing friends and spending time on the golf course in the summer to keep busy outside of the office. I am also an avid sports fan and love watching football, hockey and soccer when I have some free time.
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Our friendly team is focused solely on the best interest of our clients. With an emphasis on investment and insurance planning, we strive to not only grow our clients wealth, but to protect it as well.