Terry began his career in 2008 as an Investment Advisor. He spent more than a decade at major banks, serving individuals, families and business owners through changing markets and economic cycles. Over those years he found that what drove him most was helping people. That’s what brought him to Alitis, where he found a team that shares his commitment to client service and an approach to investing, including access to alternative asset classes, that he’s proud to stand behind.
Terry builds client relationships on trust and a long-term view. He takes the time to understand each client’s situation and goals, and he’s known for turning complex financial ideas into clear, practical advice. Terry holds the Chartered Investment Manager (CIM®) designation.
Originally from Toronto, Terry has called Vancouver home since 2018. He and his wife, Andrea, have a young daughter and a feisty miniature dachshund. You’ll often find the family walking the beaches and trails around Vancouver, the Sea-to-Sky corridor and Vancouver Island. Terry is also involved in the local arts community and mentors post-secondary students.
