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1.888.449.4645

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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 $2,500.

Our History

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

  • 2005

    $5.3 million raised
    in the 1st year!

  • 2009

    1-year hold
    FTLPs
    launched

  • 2010

    No-load units
    introduced

  • 2011

    Giving Foundation
    established

  • 2013

    Cypress Capital
    appointed
    manager

  • 2018

    $260+ 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.

DON HUNTER

FCPA, FCA, ICD.D

CHAIR
TERRA ADVISOR 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.

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, CFA

PORTFOLIO MANAGER

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 as an Analyst in 2017. He became a CFA charterholder in 2018 and was promoted to Portfolio Manager in 2019.

Contact Us

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Terra Fund Management Ltd.
402-517 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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