Terry, senior wealth advisor for the Partis Group at Mission Wealth Advisors 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 licenced, Terry has a passion for working along side his clients to help achieve their individual and unique life goals.
Actively volunteering in the community, Terry is a member of The Medicine Hat Rotary Club, currently as the President Elect, and will serve as President during the 2021 Rotary year.
In the past, Terry has served on the Financial Planning Board of Medicine Hat College, and 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, together in 38 years of marriage.
In his beloved Sundancer Suncruiser boat Terry continues to pursue his life dream of completing The Great Loop, hoping to accomplish this in stages over the next 5 years.