Financial Advisor
Terry Coe
CLU, CHFC
Terry Coe, a dedicated community leader and compassionate advisor, has been actively involved in Dawson Creek since his days as a graduate from South Peace Senior Secondary School. Well-versed in the challenges faced by single parents, Terry spent 7.5 years raising three children on his own, a journey that has gifted him with a deep understanding of struggle, balance, and resilience. Having volunteered at Camp Sagitawa for over 45 years, Terry's passion extends beyond his family and into his spiritual life.
When called upon to serve as a part-time pastor at a local Baptist church nearly a decade ago, he embraced the opportunity with open arms, grateful for the chance to support people through faith. In addition to his pastoral work, Terry has carved out a successful career as a Life Agent and Financial Advisor—a move that saw him transition from juggling multiple part-time jobs during the economic downturn of the early 1980s to finding his true calling.
When the door to the insurance industry opened thanks to an offer from his agent, Terry leaped at the chance to create positive change for others by exploring new and innovative ways to provide financial advice and assistance. As an agent determined to make a difference in clients' lives without imposing strict commission constraints, Terry Coe offers more than just professional expertise—he brings empathy, support, and understanding forged by his own experiences of personal growth and unwavering determination.
Life insurance & Investment Advisor
Steve Roszmann
LLQP
Steve was born and raised in the Peace region. After earning his BBS at PRBI in Sexsmith AB, and a Diploma in Applied Psychology through KCPC, he worked as a youth pastor at Dawson Creek Alliance Church and a teacher at DCSS and MCS. Over that time he developed an interest and passion for personal finances. He got his licence in 2023 and is excited to continue to work with people in this new capacity. Steve and his wife live out at near Swan Lake with their four kids.
Receptionist
Phyllis
Phyllis has been a team member of T.L Coe Financial Ltd. since 2023 and manages the front line of the office. When you walk in you will get to meet Phyllis first.
On top of managing the phones, front door and administration tasks, she has a passion for writing. She has written multiple screenplays and is currently completing her fourth full length novel!