Meet Theresa Wever

Theresa Wever

Investment Funds Advisor & Insurance Advisor
CERTIFIED FINANCIAL PLANNER®

In 1996, after seven years in the banking industry, Theresa opened the Money Concepts Russell office. Since 2012 the office operates under Wever Financial. She is an honours graduate of Kemptville College where she majored in Animal Science and Economics. Theresa obtained the Certified Investment Manager (CIM) designation in 1995, followed by her Certified Financial Planner (CFP) designation in 1997.

In addition to her investment background she also obtained her life, accident and sickness insurance license in 1996. Theresa also received her Elder Planning Councellor (EPC) in 2004. In 2016, Theresa added the Master Financial Advisor (MFA) designation with a specialty in Retirement and Estate Planning. Due to our aging population, Theresa also obtained the Certified Executor Advisor (CEA) designation in 2018 to help executors deal with estates.

Theresa and her husband Gerry have a son, Jonathan, and a daughter Cynthia. Theresa is an active member of the community where she has been both the Past President of the Russell Agricultural Society, where she served on the board for over 25 years, as well as the Russell Chamber of Commerce when operational. Currently, Theresa is a Board Trustee for the Ontario 4-H Foundation. In her spare time she enjoys golfing, camping, curling, pickle ball and playing the guitar. Her favorite past time is watching her grandchildren grow up.

Theresa is a firm believer that knowledge is power. Theresa will search through reams of information to help her Clients make informed decisions on the best ways to make their financial dreams a reality. Theresa believes it is very important for her clients to not only earn as much as they can but keep as much after tax dollars as possible.

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