Helping people is what brings Terry to work every day. Whether it’s Estate Planning, Corporate Succession Planning, Tax Planning or just making sure that your Financial Plan is on track. He wants to help you achieve success! His goal is to make sure that each one of his clients is able to have the lifestyle that they have envisioned for themselves and their families.
As an Insurance Advisor with HollisWealth® Insurance Agency Ltd., Terry combines several years of experience with powerful financial planning software to create a roadmap for achieving success. He has been helping clients do this for over 22 years. Where appropriate, he can use Life, Disability, Long Term Care, Critical Illness Insurance and Segregated Funds to protect the livelihood of his clients and their loved ones.
Terry’s specialties are Tax and Estate Planning, Succession Planning and Employee Benefits Plans. Terry says: “Tax and estate planning is like a game, CRA makes the rules and I figure out how to apply their rules so that my clients win the game.”
Terry lives in Cornwall with his wife Nancy and their 3 children. He is very active in the community and is currently Chair of Heart of the City. He has also chaired the Big Brothers and Sisters Annual Golf Tournament for 10 years and more recently was instrumental in assisting the very successful fundraiser for the new Benson Centre in Cornwall.
At HollisWealth, he has the perfect balance between independence and security. Whether it is investments (through segregated funds), insurance or a combination of both, he is exceptionally adept at helping his clients to build, manage and protect their wealth.