Terry has 27 years of experience in the financial industry, and along with his team, specializes in providing comprehensive financial advice to his clients. Prior to becoming a Financial Advisor, Terry taught in the public school system, and draws from his teaching experience to identify issues and opportunities in his clients' situations, then sets out a course of action to implement strategies to help them achieve their goals. Terry holds a Certified Financial Planner (CFP) designation, and is a member of the Canadian Association of Financial Planners. He graduated from Queen's University with a Bachelor of Education, and is currently working on his Chartered Life Underwriters designation.
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Senior Financial Planning Advisor
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Senior Financial Planning Advisor
Terry has 27 years of experience in the financial industry, and along with his team, specializes in providing comprehensive financial advice to his clients. Prior to becoming a Financial Advisor, Terry taught in the public school system, and draws from his teaching experience to identify issues and opportunities in his clients' situations, then sets out a course of action to implement strategies to help them achieve their goals. Terry holds a Certified Financial Planner (CFP) designation, and is a member of the Canadian Association of Financial Planners. He graduated from Queen's University with a Bachelor of Education, and is currently working on his Chartered Life Underwriters designation.
