Terry brings you more than 21 years of international experience in the financial services industry. Prior to Pegasi, he had a successful career in the field of sales management and business development for various financial institutions in Toronto, Hong Kong, and Kuala Lumpur. Terry specializes in international investments and offers the gold standards for client experience and service performance. Over the years, Terry has helped many of his clients achieve their financial goals.
Terry is a Chartered Investment Manager (CIM®) and holds an MBA degree from the University of Iowa - Tippie School of Business.
Book an online appointment with Terry and learn how we can help you achieve your investment goals.
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