Terrence is one of very few people who truly understands wealth… how to get it, how to keep it and how to use it in a meaningful way. A resilient self-starter and eternal optimist, he uses his 50 years of investment experience to help his clients achieve a wealthy state of mind (and state of investments) regardless of market conditions. As Senior Investment Advisor with The Wong Group, Terrence offers sound advice and unique perspective on investing and being opportunistic in today’s markets. He advises clients on investing, personal finance, economics and business, and is consistently ranked in the top echelon of Vancouver investment advisors.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.