Terry, a senior wealth advisor, has been with Raymond James Ltd. for over 10 years and has 25+ years of investment industry experience.
Offering holistic wealth management by having his CFP designation along with being life licensed, Terry has a passion for working alongside his clients to help achieve their individual and unique life goals.
He’s also active in the community, presently a Medicine Hat Rotarian. He previously served on board for Financial Planning at Medicine Hat College as well as Junior Achievement of Southern Alberta.
Terry fully understands the importance of a work/life balance with experiencing a major life event in the loss of his soulmate Susan after being together in 38 years of marriage.
In his beloved Sundancer Sun-Cruiser boat, Terry continues to pursue his life dream of completing The Great Loop, hoping to accomplish this in stages over the next five years. Terry has been blessed to have found another life partner in Pam who is joining him in his Great Loop journey.