Terry is a Founding Partner of Rockmoor Wealth Management and specializes in advanced corporate planning. 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.
Terry is the Vice-President for KAI Asset Management Inc. in the B.C. & Alberta region.
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.