Senior Wealth Advisor & Portfolio Manager
Terry works with clients to create long-term and guided growth in their investment portfolios. He focuses on customer satisfaction, portfolio design and management.
Terry is a Certified Investment Manager and has spent the last 29 years helping clients reach their investment goals. He is a Fellow of the Canadian Securities Institute. The FCSI is the pinnacle of financial services credentials and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
In his free time, Terry enjoys writing and adventure travel philanthropy. He holds the distinction of having climbed Mount Kilimanjaro seven times to raise money for Canadian charitable organisations. Terry and his wife live on the south shore of Montreal, Quebec with their children and grandchildren nearby.