In addition to earning the Chartered Financial Analyst (CFA) designation in 1995, Terron holds a Master of Arts degree in economics with a dual major in monetary theory and econometrics. During his time in university, Terron was pleased to have earned a place on the Dean’s Honour List. He also holds licenses to trade options and offers full life insurance, as well as an Accident and Sickness Insurance license in British Columbia, Alberta and Ontario.
Terron spent the first 11 years of his career working in Toronto and New York for various international banks. Then, in 1994, he moved to Vancouver and quickly branched into financial services for high-net-worth investors, families and businesses. Over the next several years, Terron expanded his practice and fulfilled the requirements necessary to become a Portfolio Manager, a title that enables Terron to provide discretionary, advisor-managed portfolio services and conduct day-to-day investment decisions on behalf of clients with their unique circumstances in mind.
Today, Terron oversees a well-established, successful wealth advisory team. He is directly responsible for all strategic business and investment portfolio decisions, including managing your individual portfolio and directing overall strategic asset allocation. Terron also heads all new client service initiatives.
In addition to his professional activities, Terron is the proud father of two amazing, hockey-mad, young boys. He was also a Founding Patron and long-time Chairman and volunteer with HEROS, a national charity for at-risk inner-city youth. When not in a hockey rink, Terron enjoys scuba and fishing and spending time on Savary Island.