Terry was recently honored with The Mirror's People's Choice Award

New Office Hours: 9:00 AM to 5:00 PM, Monday through Friday. Closed on all statutory holidays.

Canada Savings Bonds?

If you have Canada Savings Bonds, you should know that they no longer earn interest after maturity. Check your maturity date and if it is passed, redeem them immediately. We at T.L.Coe Financial would be pleased to help you re-invest in other opportunities so that your money continues to earn interest!

t.l.cOE FINANCIAL WOULD LIKE TO HELP YOUWITH THAT!

gIVE US A CALL.

T. L. Coe Financial Ltd.

Helping you make your money work for you!


Business Hours: Monday to Friday, 9:00 am - 5:00 pm.

Other times may be arranged by appointment.

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Terry is out of the office on Tuesdays and Thursdays,

Pam or Danielle will be pleased to arrange an appointment or pass on a message to Terry on days when he is not in.

In the Co-op Mall. Just to the right of the east entrance to Co-op, or enter from inside the mall.

Finance Tips

If you are turning  71 years of age in 2020, you MUST roll your RRSP over into RRIF by December 31, 2020.

. This is not difficult, and we are happy to help. Give us a call: 250 782-7184

 Computer Repair Service Available
As a special offer to our clients, T.L. Coe Financial Ltd. now offers computer repair service. Bring in your problem computer for a cleanup and tune-up at less than half the price of other repair services. We have a certified technician on staff who will be happy to solve your computer problems.

All work guaranteed and performed by an A+ certified technician.

Services available

Retirement, Financial and Estate consulting services   

As Well As:

  •  High Interest Savings,
  •  Annuities,
  •  RESPs (Registered Education Savings Plan)
  •  RRSPs (Registered Retirement Savings Plan)
  •  TFSAs (Tax-free Savings Account)
  •  RRIF (Registered Retirement Income Fund)
  •  LIF (Life Income Fund)
  •  Travel Insurance
  •  Segregated Funds
  •  Life Insurance
  •  Disability Income
  •  Critical Illness Insurance
  •  Long Term Care Insurance
  •  Group Benefits
  •  Extended Medical and Dental
  •  Mortgage Insurance
  •  Cash Management Tools

What Our Clients Can Expect...

The relationship with our clients commences with a complimentary review of their financial situation, including a statement of future steps to take.

This plan will also review certain aspects of estate and tax planning.

With the clients' permission we will work closely with their legal and tax advisors to ensure the very best advice for them.

And on an ongoing basis...

An annual review of your portfolio and financial situation

All telephone calls will be returned promptly by either myself or my assistant(s)

We will continue to keep you informed by way of newsletters.