Life, Accident & Sickness Insurance Agent
Mutual Fund Dealer
Mortgage Agent FSCO Lic M16000735 DLC Mortgage House FSCO # 10557
LLQP FSCO Lic 16155907 PLICC
Mutual Fund Dealer, PFSL
Carlos Lerma was born in Mexico and Immigrated to Canada in 2010. In Mexico he worked in the corporate world in firms where the financial aspect was the main source of profit. Once in Canada he got involved in the financial world working for a Mortgage Broker where he learned all the aspects of the industry. His participation lead to an allocation of more than $100 MDD in mortgage loans through more than 200 deals.He is licensed as Mortgage Broker by FSCO subscribed to DLC. With the goal of providing an excellent customer experience and value added to his clients in financial matters, he became licensed as Life Insurance Agent by FSCO subscribed to PLICC and as a Mutual Fund Dealer accepted by MFDA and CSA subscribed to PFSL Investments Canada LTD.
With the licenses, knowledge and expertise in the financial ecosystem of Canada, Carlos will deliver to his customer the advice that they require to be become wealthy and financial independent.
Carlos holds a Bachelor in Science from Tecnologico de Monterrey, one of the most prestigious superior education institution in Mexico and Latin America, and a Master in Science from Florida International University, listed in the top positions in several USA rankings.
Inspired in the land of opportunities that Canada provides to his population, Carlos developed the concept of providing a Holistic Financial Service to his clients and that is how Terranova Wealth Management was born.