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Senior Financial Planning Advisor
Assante Financial Management Ltd.
Terry has been a Financial Advisor since 1992, and has specialized in the area of Estate and Tax Planning for the last ten years. Drawing on his background in teaching, Bachelor of Education from Queen’s University, he has developed strategies that identify opportunities and provide solutions to assist clients in preserving their wealth, now, and to the next generation. He works with advisors and their high net worth clients to craft custom solutions that suit their particular circumstances, with an emphasis on tax reduction and risk management