Norman Terrance Allan Gwilliam, FMA, FCSI, CEA
Founding Partner
Terry is a Founding Partner of Rockmoor Wealth Management and specializes in advanced corporate investment & insurance solutions. Terry works extensively with his business clients and their accounting firms to help them achieve their long-term goals and objectives.
Having worked in the industry since 1985, Terry’s comprehensive understanding of the financial advisory sector ensures he creates maximum value for his clientele across Canada.
A Fellow of the Canadian Securities Institute (FCSI) since 2008, Terry received his Financial Management Adviser, FMA designation in 2006, along with the completion of Professional Financial Planning, Securities, Ethics, and Conducts & Practices studies. Terry is also a Certified Executor Advisor (CEA).
Away from Rockmoor, Terry is an active leader in his local community, having served as a Director of the Campbell River Community Foundation and the Campbell River and Kamloops Rotary Clubs. Terry is currently an active member of the Nanaimo Daybreak Rotary Club.
Latest News
Insurance For Physicians – What Kinds Do You Need
You’ve worked hard to become a physician and establish your practice. Now you want to make sure that you have the right kind of insurance to protect your income and share your wealth after you’re gone.
With the right kinds of insurance in place, you can:
• Protect your income stream.
• Be smart about tax planning and increase your wealth.
• Maximize your estate and leave a legacy.
Read our article “Insurance For Physicians – What Kinds Do You Need?” to learn more about how insurance can help you reach your goals.
Why Life Insurance Should Be Part Of Your Estate Planning
By working hard and carefully managing your money, you’ve set yourself up to be able to relax and enjoy yourself during your retirement years. You also need to think beyond your retirement years about what you want to do with your assets during estate planning.
In addition, you need to consider your estate planning’s tax implications and how life insurance can help reduce the tax burden your heirs will face.
We’ll tell you about:
• What kind of assets you can include in your estate.
• How life insurance can be used to cover tax liabilities.
• Other reasons you may want to have life insurance as part of your estate planning.
Financial Planning For Self-Employed Contractors
Being a self-employed contractor can bring you a large cash flow and the satisfaction of being your own boss – but it can also make financial planning more complicated than being an employee.
When creating a financial plan, Self-employed contractors need to keep a number of items in mind. Read to find out!
Take the Next Step
Our team has acquired decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance. Book a meeting with us to learn how we can help you with your finances.