Terry has been practicing in the areas of financial, investment, tax and estate planning for over 20 years. With practices in Arizona for 13 years (1983 - 1995) and having practiced in Calgary, Alberta since 1996, Terry is uniquely qualified to deal with financial matters of Canadians and Americans in either country. He has consulted on behalf of individuals, major corporations, various legal and financial professionals and professional athletes on either side of the border.
Terry is active as an author, speaker and educator on international financial, tax and estate planning matters. His writings have appeared in national magazines, professional journals, internet websites and major newspapers in both Canada and the United States. He has been interviewed and featured in The Globe and Mail, The National Post, The Advisors Edge, Investment Executive, CBC Radio, CTV and The Business News Network. Terry serves on the Editorial Board of STEP Inside, The Advisors Edge and The Advisors Edge Report.
He has also been a featured speaker on various Canada and US financial, tax and estate planning matters at National, Local and Advanced planning conferences on behalf of The Canadian Association of Financial Planners, Advocis, The Institute of Advanced Financial Planners (RFPs Canada), The Canadian Association of Life Underwriters (CALU Canada), The Canadian Institute of Financial Planners (ICFP Canada) Society of Trust and Estate Practitioners (STEP Canada)), the National Association of Personal Financial Advisors (NAPFA - US) and The Financial Planning Association (FPA – US)
Terry is also the best selling co-author of The Canadian in America, The Canadian Snowbird in America and The American in Canada, all published by ECW Press Canada.
