Terry Willis, BA, CFP
Vice President – Toronto
26 Wellington St. East
Toronto, ON M5E 1S2
A vice president in our Toronto office, Terry offers a full range of services to his clients, many of whom have been with him across many 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’s thoughtful and discrete approach gives his clients peace of mind that their net worth is being protected and properly managed.
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 has almost 20 years of experience in financial services. He moved into financial planning in 2000 and joined the T.E. Wealth team in 2007, where he has developed long-term relationships with clients across the GTA and beyond.
Terry earned his Chartered Financial Planner designation, and has a BA in Economics from The University of Guelph. He played Junior A hockey in Peterborough, and remains active in the hockey community as a coach.
Terry lives in Burlington with his wife and four children.
“Having Terry and the T.E. team in my corner has given me peace of mind around my financial future. Over the last seven years, they have put me and my family on the right track to achieve our goals and we’re already seeing the results. I don’t make a financial decision before I speak to Terry.” [K.D., Toronto]
“Our advisor has been with us since 2007, steered us through 2008 global financial crisis and given us sound around our investments. T.E. Wealth is willing to discuss alternatives and they do not push a particular market product. Terry goes beyond being a financial advisor, has come to understand our family and situation, and goes the extra mile. He has become a good friend who we trust to manage our investments as though it is his own. We are very happy with the service provided and my financial advisor, Terry Willis.” [A. H., Toronto]
“My wife and I are very comfortable with the program Terry has developed and we no longer worry about our retirement plans or investment portfolios. We simply follow our agreed upon plan. Considering my investment background, everyone requires an investment plan developed by an independent expert. I would highly recommend Terry for his professionalism and expertise.” [Y.R., Peterborough.]