Terry Shaw

Terry joined the wealth management industry in 1993, bringing over three decades of experience. He is a Senior Wealth Advisor and Portfolio Manager, a Chartered Investment Manager (CIM^®), and holds a full Life Insurance License, including Accident & Sickness.

Terry’s primary focus is delivering relevant, insightful financial solutions tailored to each client’s unique needs. He works diligently to help clients preserve and grow their wealth by implementing appropriate and effective wealth protection solutions. Strong client relationships are the foundation of his business, and he is committed to collaborating with the full team of specialists at Wellington-Altus Private Wealth, as well as external accountants and lawyers, to ensure clients receive comprehensive support.

A strong sense of connection extends beyond Terry’s personal life. Born and raised in small-town Saskatchewan, he values close relationships with family, friends, and clients alike. Terry, along with his wife and two children, enjoys spending quality time with loved ones and frequently visiting their vacation home in Kelowna.