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Terry P Greene, BBA, CFP, R.F.P.

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Fee Structure

Getting Started

 

Professional Background & Corporate History

Terry purchased Dollar Accounting Services Ltd in 1994. Prior to the purchase, the firm was a home based business which was incorporated in 1979. It mainly provided accounting and tax preparation services. Upon purchase, he relocated the business to 15th and Lonsdale.

This purchase proved to be very successful and Terry is pleased to say that many of TPG's existing clients originated from this undertaking and they have allowed him to provide these valuable clients with tax, accounting and financial services for close to 15 years.

In 1996 having completed a certificate in financial planning and having obtained the prestigious R.F.P. designation, Terry decided to explore the opportunity to affiliate himself with the most experienced Fee-only financial planning firm he could find. This turned out to be Maconald, Shymko & Company, a firm who in 1972, its principals, Doug Macdonald and David Shymko, established the first Fee-only financial advisory firm in Canada.

As such, he affiliated himself with Macdonald, Shymko & Company from 1996-2008 and changed the corporate name from Dollar Accounting Services to MSC Financial Services. During this time the company's revenues tripled, (partly due to the purchase of Digital North Accounting in 2000) and the services were expanded to include financial planning on a fee-only basis. In 1998 we moved to our current location and in 2005, expanded our offices by acquiring the space next to ours.

During this period, Terry has been quoted in numerous articles related to financial issues and he was the Money Columnist for "Your Office" a nationally distributed magazine published by Staples.

Recently, due to regulatory issues, the affiliation with Macdonald, Shymko & Company was disbanded, and he now operates TPG Financial Services Inc., as an independent firm.

What Terry is most pleased about is that approximately 90% of the new clients he receives are from referrals from existing clients.

Since 2004, Terry has been the Treasurer/Secretary of the Institute of Advanced Financial Planners (IAFP). The IAFP issues and protects the R.F.P. designation.

EDUCATIONAL ACCOMPLISHMENTS

Terry holds a B.B.A. (Economics/Accounting) from Simon Fraser University. (1991)

Since obtaining his degree, Terry has completed the Canadian Securities Course, (1992)and completed the 5th year of the CMA program in 1994.

Subsequently, Terry received a BCIT Associate Certificate in Financial Planning (honours - 1996), the CFP designation(Certified Financial Planner - 1997) , and the R.F.P. designation (Registered Financial Planner - 1996).



 



204 - 1221 Lonsdale Ave North Vancouver, BC V7M 2H5
ph. (604) 988-9876 fx. (604) 988-3444
tgreene@fee-only.ca