At Forstrong, Terry is building on a long and successful career working with High-Net-Worth Families and First Nation Trusts. As relationship lead, he works closely with the rest of the Forstrong team to ensure that the overall client experience is exceptional. Terry is also a member of Forstrong’s Investment Committee where his focus is on foundational portfolios – a critical building block to a comprehensive portfolio management strategy.
Terry’s investment career spans over 45 years and includes experiences on both the sell side, as Research Director for Merrill Lynch Canada, and the buy side, as a partner and portfolio manager with Gryphon Investment Counsel. The culmination of these experiences led him to found Shaunessy Investment Counsel in 2001 – one of Canada’s pioneers (along with Forstrong) in asset allocation mandates utilizing ETFs.
Terry is based in Calgary.
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