Teri Mulholland ensures clients receive thoughtful financial planning by taking the time to get to know each client personally and understand their goals, values, and overall financial situation. She has over 10 years’ experience in the financial services industry.
Before joining the Coulter Wealth Management team, Teri held various business development and financial services positions, including Manager of Business Development and Associate Investment Advisor at RBC Dominion Securities. She also co-owned an online retail store. Teri brings with her a unique business perspective achieved through experience in business ownership, financial planning, marketing, and customer service.
Teri has a Bachelor of Arts Degree with an economics major and an MBA from the University of Alberta.
Outside of her professional commitments, Teri values family time and enjoys walking their dog, attending her kids’ sports events, running, practicing yoga, and travelling.