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.

​

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

Head Shot 15.jpg

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.

Manesha Vereen (2).jpg

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. 

Andrew Murray Head Shot.png

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. 

Port Strat Logo.png

Delta Creek Financial Advisors

2140 - 121 King Street West, Toronto, ON  M5H 3T9
13 William Street, Delta, Ontario  K0E 1G0

T: 647 693 0037

F: 866 396 9183

E: invest@deltacreek.net 

www.mfda.ca

All Rights Reserved.  Copyright 2021 Delta Creek Financial Advisors

Mutual Funds, Exchange Traded Funds and Exempt Securities are provided through Portfolio Strategies Corporation

Life , Accident & Sickness Insurance, Group Benefits provided through Delta Creek Financial Advisors