Terry and his team are committed to delivering a comprehensive wealth management experience that extends beyond investment management to encompass retirement planning, tax planning strategies, creating a legacy and business succession. His goal is to provide the support you need to have the peace of mind regarding you financial security.
His reputation for integrity, discipline and exceptional service are the foundation for his client’s success. He believes that reaching a level of trust with his clients can only be achieved through a consistent approach to investing that is based on sound fundamentals.
Terry has more than 20 years’ experience in the financial services industry and joined RBC Dominion Securities in 1997. He has earned his Personal Financial Planning (PFP) designation and Wealth Advisor title as well as being an insurance-licensed representative.