26 Wellington St. East, Suite 800, Toronto, ON M5E 1S2
T: 416-366-1451 | F: 416-368-9801 Map It
A Vice President in our Toronto office, Terry offers a full range of services to his clients, some of whom have been with him across several career and life stages. As a trusted advisor, Terry works with several multi-generational clients in all facets of estate planning, including minimizing the tax implications of wealth transfers to younger generations.
Terry has particular expertise in working with professional athletes. He understands that the earnings potential of most athletes is often short-lived, and helps young athletes put financial plans in place from their earliest money-earning playing days. Terry provides these players with ongoing financial counsel right through their sports careers and into post-retirement careers.
Starting his career in retail banking, Terry moved into financial planning in 2000 and joined the T.E. Wealth team in 2007, where he has developed long-term relationships with clients across the GTA and beyond.
Terry earned his Chartered Financial Planner® (CFP®) designation, and has a BA in Economics from The University of Guelph. He played Junior A hockey in Peterborough, and remains active in the hockey community as a coach.
Terry lives in Burlington with his wife and four children.
Conseillers T.E. est une marque de commerce et une désignation commerciale de iA Conseil en placement inc. (« IACP »). IACP est une filiale indirecte en propriété exclusive de Industrielle Alliance, Assurance et services financiers inc. (« IAASF »). IAASF est inscrite à la bourse de Toronto (symbole:IAG). IACP est inscrit à titre de gestionnaire de portefeuille dans toutes les provinces, à titre de gestionnaire de fonds d’investissement en Ontario, à Terre-Neuve-et-Labrador et au Québec, et à titre de courtier sur le marché dispensé en Ontario.