Terry Willis, CFP
Vice President – Toronto
26 Wellington St. East
Toronto, ON M5E 1S2
If there’s one thing that Terry Willis recognizes, it’s the similarities between the relationships with his clients and the relationships during his hockey career: respect, trust, discipline and a willingness to go above and beyond in order to find solutions that are an exact fit for his clients.
With more than 16 years of experience in financial planning and portfolio management, Terry takes care of his clients’ wealth management needs, relieving them of the time-consuming tasks that encompass effective financial planning and investing. Working with clients and their families to develop a plan that will improve their lives is what gives Terry tremendous satisfaction. And he never tires of the challenges his work brings– every client is different and comes with unique objectives. He’s constantly learning and exploring new ways to meet his clients’ wealth management needs.
Early in his career, Terry realized he didn’t want to be selling financial products. He is passionate about the benefits of fee-based planning– it’s one of the reasons he joined T.E. Wealth. With complete freedom, he can always find the solution that’s exactly right for his clients. And there’s another reason he feels at home at T.E. Wealth– colleagues with like-minded values and a shared commitment to superior client service.
Terry specializes in offering total wealth management solutions to professional atheletes and their families, through every stage of their careers. For more information, please click here.
Terry is presently working with Uptown Sports Management.