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

TRACEY PIERSON

-

DIRECTOR, MARKETING & OPERATIONS

CAROLYN SHIER

BSc

DIRECTOR, DEALER & CLIENT RELATIONS

Portfolio Manager

Cypress Capital Management manages all investments for TerraFunds.

GREG BAY

B.Comm, CFA

SENIOR PORTFOLIO MANAGER

JEFF BAY

B.Comm, CFA

PORTFOLIO MANAGER

MICHAEL FRICKER

BA, MBA, CFA

PORTFOLIO MANAGER

BRAD BAY

B.Comm

ANALYST

Boards

For more information on TerraTundra Foundation, see Giving.

DON HUNTER

FCPA, FCA, ICD.D

CHAIR
Terra Advisory Board

MEG BECKEL

BA, MBA

CHAIR
TerraTundra Foundation

ERIN SARGEANT GREENWOOD

BBA (Hons)

DIRECTOR
TerraTundra Foundation

SAMEER HAJEE

BEE, MBA

DIRECTOR
TerraTundra Foundation

JOHN JACOBI

B.Comm, MBA

DIRECTOR
TerraTundra Foundation

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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