Terry Willis, CIM, CFP®
Senior Private Wealth Advisor, Associate Portfolio Manager
Terry offers a full range of services to his clients, some of whom have been with him across several career and life stages. As a trusted advisor, Terry works with several multi-generational clients in all facets of estate planning, including minimizing the tax implications of wealth transfers to younger generations.
Terry has particular expertise in working with professional athletes. He understands that the earnings potential of most athletes is often short-lived, and helps young athletes put financial plans in place from their earliest money-earning playing days. Terry provides these players with ongoing financial counsel right through their sports careers and into post-retirement careers.
Starting his career in retail banking, Terry moved into financial planning in 2000 and has developed long-term relationships with clients across the GTA and beyond.
Terry earned his Chartered Financial Planner® (CFP®) designation, and has a BA in Economics from The University of Guelph.
Beyond the Office
Terry lives in Burlington with his wife and four children. He played Junior A hockey in Peterborough, and remains active in the hockey community as a coach.