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.

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Network of Professionals

Network of Professionals

As a financial advisor, my primary goal is to help you achieve financial clarity by accessing a network of dedicated professionals. Together, we provide personalized advice and services to help you make informed decisions and secure your future. Think of me as your financial coordinator, ensuring every aspect of your financial life works smoothly.

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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.