aboutus

Delta Creek Financial Advisors was founded in 2012 with a single mission: to be a top level, creative and ground-breaking financial consulting firm.  

 

We approach each of our clients with fresh eyes to develop customized, unique planning strategies.

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Let us help make your dreams a reality. Give us a call today and see what we can do for you.

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Terry Patrick Pitz

Financial Advisor

Terry Pitz is the Principal and Founder of  Delta Creek Financial Advisors.  Terry holds a Bachelor’s degree in Economics, is a licensed Chartered Investment Manager and a member of Advocis, the Financial Advisors Association of Canada.

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Manesha Vereen

New Business Specialist

Manesha plays a central role in assuring clients contingency plan are fully implemented.  Her exceptional skill set, insights, true passion and creativity helps clients every day. 

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Andrew Murray

Accredited Investor Consultant

With over 25 years in the Life Insurance industry, Andrew takes a no-holds barred approach to insurance planning working with family owned businesses or professionals.  With years in the business Andrew has seen it all - and is ready to lead you on the path to financial security. 

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DELTA CREEK FINANCIAL ADVISORS

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PLANNING · INSURANCE · INVESTMENTS

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Address

Tel: (647) 693 0037

Tel: (613) 900 8135

18 Coral Cove Crescent, Toronto, Ontario  M3A 1G8
13 William Street, Delta, Ontario  K0E 1G0

Fax: (855) 751 5414

Mutual funds and exempt securities are sold through Portfolio Strategies Corporation. Other products and services are provided through Delta Creek Financial Advisors.  

©2018 BY DELTA CREEK ADVISORS