Terry 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

Don’t lose all your hard-earned money to taxes

Don’t lose all your hard-earned money to taxes

It’s essential to manage your tax planning properly – both while you are living and for after your death. You want as much of your money as possible to go to your beneficiaries, not the government. Our article contains three tips to help you do that:
1. Learn how to make the most of the lifetime capital gains exemption.
2. Figure out ways to decrease your end-of-life tax bill.
3. Look into Immediate Financing Arrangements.

The Six Steps to Financial Planning

The Six Steps to Financial Planning

A certified financial planner is trained to focus on all aspects of your finances – everything from your taxes to retirement savings.

The six steps to financial planning are:
• Meeting your financial planner
• Determining your goals and expectation
• Reviewing your current financial state
• Developing a financial plan
• Implementing a financial plan
• Monitoring the plan

A certified financial planner will develop a plan that works for you both today and in the future.

Take the Next Step

Our team in Nanaimo 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.