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Who We Are

Since 2005, we have delivered tax-advantaged solutions to high-net-worth, tax-sensitive investors. We have always believed, however, that our funds should be accessible to any eligible investor interested in paying less tax. We now offer our tax-advantaged funds starting at $1,000.

Our History

Since 2005, great value, low costs and strong stewardship have been the hallmark of Terra's funds.

  • 2005

    $5.3 million raised
    in the 1st year!

  • 2009

    1-year hold
    FTLPs launched

  • 2010

    No-load FTLP
    introduced

  • 2011

    Giving Foundation
    established

  • 2013

    Cypress Capital
    appointed manager

  • 2018

    $250+ million in tax
    benefits to investors

The Team

Terra Senior Team

JOHN JACOBI

B.Comm, MBA

FOUNDER & PRESIDENT

JOHN JACOBI
FOUNDER & PRESIDENT

John has been offering tax-advantaged products to investors since 1993. He is a director of Terra Flow-Through GP Management Ltd. and the President, CEO and a director of the Terra Flow-Through Limited Partnerships (from 2005 LPs to the current LP). John also serves as President of Terra Fund Management Ltd. and Linden Mills Investments Inc. Prior to 1993, John held a number of senior management positions with high technology start-ups. He has a B.Comm. degree from Queen’s University and an MBA from the Ivey School of Business, University of Western Ontario.

TRACEY PIERSON

-

DIRECTOR, MARKETING & OPERATIONS

TRACEY PIERSON
DIRECTOR, MARKETING & OPERATIONS

Tracey joined Terra in 2005, bringing over two decades of marketing and project management experience. Tracey oversees the development and implementation of Terra's marketing and online presence. Tracey also plays a key role in establishing, administering and refining Terra's office policies and procedures.

CAROLYN SHIER

BSc

DIRECTOR, DEALER & CLIENT RELATIONS

CAROLYN SHIER
DIRECTOR, DEALER & CLIENT RELATIONS

Carolyn joined Terra in 2012, and has played an essential role in implementing and improving Terra’s operating systems. Her friendly and helpful manner bodes well in her key role of day-to-day dealings with Dealers and Clients. In 2016, Carolyn received her Exempt Market Product license through the IFSE Institute and is now a registered Dealing Representative. Carolyn is a graduate from Wilfrid Laurier University, obtaining a B.Sc. in Kinesiology and Physical Education.

Portfolio Manager

Cypress Capital Management manages all investments for TerraFunds.

GREG BAY

B.Comm, CFA

SENIOR PORTFOLIO MANAGER

GREG BAY
SENIOR PORTFOLIO MANAGER

Greg began his career in 1980 with Rhodes Denton as a private placements analyst and went on to work at Nesbitt Thomson, Royal Trust, and National Trust. From 1992 to 1998, Greg was a managing partner at M.K. Wong & Associates (now HSBC Asset Management Canada Ltd.) where he specialized in private client and institutional portfolio management. At M.K. Wong, Greg was the lead portfolio manager on the Lotus Canadian Equity Fund and the Hong Kong Bank Small Cap Growth funds. In 1998, Greg became a founding partner of Cypress Capital Management Ltd.

JEFF BAY

B.Comm, CFA

PORTFOLIO MANAGER

JEFF BAY
PORTFOLIO MANAGER

Jeff received his B.Comm from the University of Victoria, Peter B. Gustavson School of Business in 2009. He completed internships at Raymond James, Canaccord Genuity and the British Columbia Investment Management Corporation. Jeff joined GMP Securities in 2009 as an Analyst in the Investment Banking and Corporate Finance group where he was involved in M&As, capital market advisory and underwriting. He joined Cypress in 2013 as an Analyst and became a CFA charterholder in 2016. Jeff was promoted to Portfolio Manager in 2016.

MICHAEL FRICKER

BA, MBA, CFA

PORTFOLIO MANAGER

MICHAEL FRICKER
PORTFOLIO MANAGER

Michael received his BA (Administrative and Commercial Studies) from the University of Western Ontario in 1996, and his MBA from York University, Schulich School of Business in 2003. In 1999, he began his investment management career with TD Asset Management. From 2004 to 2009, Michael worked as an equity research associate with Scotia Capital and RBC Capital Markets. Michael has been a CFA charterholder since 2006. Michael joined Cypress in 2009 as an Associate Portfolio Manager and was promoted to Portfolio Manager in January 2010.

BRAD BAY

B.Comm

ANALYST

BRAD BAY
ANALYST

Brad received his B.Comm (Finance) from the University of Calgary, Haskayne School of Business. Post-university, Brad started his career at Haywood Securities as an Energy Investment Banker and later on, joined Priviti Capital Corporation as an Equity Analyst. Brad joined Cypress in 2017. Brad is a level III CFA Candidate and is currently an Analyst working closely with the Portfolio Management team.

Boards

For more information on TerraTundra Foundation, see Giving.

DON HUNTER

FCPA, FCA, ICD.D

CHAIR
Terra Advisory Board

DON HUNTER
CHAIR, Terra Advisory Board

Don W. Hunter, FCPA, FCA, ICD.D, is a professional director and a retired partner of PricewaterhouseCoopers LLP (PwC). Don is currently Chair of the Advisory  Board of Terra Fund Management Ltd, Chairman of the Independent Review Committee at CIBC Asset Management, Chairman of the Board at Knowledge First Financial and member of the appeal hearing panel for the Canadian Public Accountability Board. Don has been on the Accounting and Auditing Advisory panel of the Financial Services Commission of Ontario, has lectured at the University of Toronto and CPA Ontario and has participated on numerous community boards. In 2009, Don was elected the FCPA designation by CPA Ontario that honours members who have given outstanding service to the profession and brought distinction to it. Don has an MBA from York University, and a B.E.Sc. (Engineering) from Western University.

MEG BECKEL

BA, MBA

CHAIR
TerraTundra Foundation

MEG BECKEL
CHAIR, TerraTundra Foundation

Meg Beckel is Chair of the Board of Directors of TerraTundra Foundation. Meg is President and CEO of the Canadian Museum of Nature in Ottawa since 2011 and is responsible for overseeing the museum's strategic direction and increasing its public value both nationally and internationally. Throughout her career, Meg has held senior positions at the Bank of Nova Scotia, Vancouver Playhouse Theatre, National Ballet of Canada, Vancouver Symphony Society and Foundation, University of Calgary, University of Victoria Foundation, University of Waterloo and the Royal Ontario Museum. She has served as a director on the boards of the National Ballet School of Canada and The Museum in Kitchener, Ontario (formerly Waterloo Region Children's Museum). Meg completed her BA in political science at Queen's University in 1981 and earned an MBA from the University of Western Ontario in 1986.

ERIN SARGEANT GREENWOOD

BBA (Hons)

DIRECTOR
TerraTundra Foundation

ERIN SARGEANT GREENWOOD
DIRECTOR, TerraTundra Foundation

Erin Sargeant Greenwood is a Director of TerraTundra Foundation. Erin is Vice President, Advancement at Saint Mary's University since February 2017 and is responsible for leading fundraising and engaging external benefactors and alumni. Erin was previously with the University of Waterloo, most recently as Interim Vice-President, Advancement. Before joining the University of Waterloo, she led the advancement operations at Branksome Hall and worked with more than 15 not-for-profits across all sectors as Campaign Director and then Associate Vice President at KCI (Ketchum Canada Inc.). Erin graduated from Wilfrid Laurier University with an Honours Bachelor of Arts, Business Administration Option in 1996 and is a member of the Canadian Council for the Advancement of Education, the Canadian Association of Gift Planners and the Association of Fundraising Professionals.

SAMEER HAJEE

BEE, MBA

DIRECTOR
TerraTundra Foundation

SAMEER HAJEE
DIRECTOR, TerraTundra Foundation

Sameer Hajee is the co-founder of Nuru Energy, an international social enterprise that provides low power electricity and lighting solutions to the one billion people in developing countries that are disconnected from the electricity grid and who live below the poverty line. Sameer has received numerous personal awards for his work including the McMaster University Arch Award for Outstanding Young Alumni, Social Entrepreneur of the Year Award by the Schwab Foundation/World Economic Forum and the INSEAD Alumni Force for Good Award. Prior to his work in Base of Pyramid (BOP) markets, Sameer worked as a microprocessor design engineer in Silicon Valley, California and as a telecom engineer for Afghanistan’s first mobile phone network provider, Roshan, in Kabul. Sameer has a bachelors degree in Electrical Engineering from McMaster University in Canada and an MBA from INSEAD, where he is currently an Entrepreneur-in-Residence.

JOHN JACOBI

B.Comm, MBA

DIRECTOR
TerraTundra Foundation

JOHN JACOBI
DIRECTOR, TerraTundra Foundation

John Jacobi is a Director of TerraTundra Foundation. John is the President and Chief Executive Officer and a director of Terra Flow-Through GP Management Ltd. John is the President, CEO and a director of the Terra Flow-Through Limited Partnerships (from 2005 to the current LP). John also serves as President of Terra Fund Management Ltd. and Linden Mills Investments Inc. Prior to 1993, John held a number of senior management positions with high technology start-ups. He has a B.Comm. degree from Queen’s University and an MBA from the Ivey School of Business, University of Western Ontario.

Contact Us

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Terra Fund Management Ltd.
207-517 Wellington St. W.,
Toronto, ON M5V 1G1

1.888.449.4645

info@terrafunds.ca  

SGGG Fund Services Inc.
300-121 King St. W.,
Toronto, ON M5H 3T9

1.888.967.0038 Option 1

adminservices@sgggfsi.com 

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