Our Team

Lee Terry has been a Certified Financial Planner professional since 1999. With over 25 years experience in the financial services industry, Lee spent almost 24 of those years in a large Canadian bank as one of their top advisors. He is a well-respected Investment Advisor across Canada capable of serving many provinces.

Lee values building strong interpersonal relationships with his clients while developing a comprehensive financial plan and customized investment portfolio for each client’s unique situation. His goal is to increase the wealth of his clients by providing objective advice for all their financial planning needs as clients go through the different stages of life.

Lee earned his Bachelor of Commerce from York University in 1999. He also acquired a business diploma in Marketing from Durham College in 1994. He obtained his Certified Financial Planner designation (CFP ) in 1999, the Canadian Investment Manager (CIM) in 1999, the Financial Management Advisor (FMA) in 2001, the Fellow of the Canadian Securities Institute (FCSI ) in 2003, the Registered Retirement Consultant (RRC ) in 2012, as well as the Canadian Securities Course (CSC) in 1997.

Lee has always been a highly recognized and celebrated Financial Planner, earning multiple awards over the last 25 years. Unfortunately, he is still desperately hoping for a similar win from the Toronto Maple Leafs!

Lee enjoys spending time with his two boys. In his free time, he likes walking his dogs and taking in the natural and peaceful surroundings from his deck at his country home. Lee volunteers as a Board member for a local foundation and is always looking for other opportunities to assist his community. The Toronto Blue Jays and the Toronto Maple Leafs bring him joy, especially when they win!