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Terry McIntyre
Senior Investment Advisor - Manulife Securities Incorporated
Professional Background
Terry McIntyre stands out as a seasoned Investment Advisor at Manulife Securities Incorporated, drawing from an extensive career that began in the early days of 1986. With profound expertise in wealth management and a commitment to helping clients navigate the financial landscape, Terry has cultivated a career that is both impactful and fulfilling. His passion for the intrinsic nuances and potential of the stock market ignited when he obtained his mutual fund license, leading to an unwavering dedication to guiding others in their financial journeys.
With decades of experience in the financial sector, Terry McIntyre combines theoretical understanding with hands-on trading experience, ensuring that his clients receive advice that is both timely and practical. As a Senior Investment Advisor, he specializes in a comprehensive suite of wealth management services. This includes crafting individualized portfolios, risk management strategies, estate and succession planning for both personal and business needs, as well as wealth planning specifically tailored for pre-retirees, retirees, and individuals in transition. His approach to wealth management focuses on conservative growth tactics and effective asset protection, catering to the diverse needs of his clientele.
What truly distinguishes Terry from other Investment Advisors is his unique concept of “Sleepability,” a philosophy grounded in the belief that investment decisions should foster peace of mind among clients. He dedicates himself to ensuring that his clients can confidently invest without anxiety, emphasizing that every financial decision is made with their best interests at heart. By focusing on maximizing portfolio benefits within clients’ comfort zones, Terry fosters lasting client relationships built on trust and transparency.
Education and Achievements
Terry McIntyre’s educational foundation includes a Bachelor of Science in Business Administration and Science from the University of Waterloo. This academic background laid the groundwork for his sharp analytical skills and profound understanding of market dynamics, further enhancing his capabilities as an investment expert.
In addition to his professional accolades, Terry has been an active member of the Brampton Board of Trade since 1986, where he dedicated six years on the board of directors. His leadership extended to chairing two of their renowned golf tournaments, showcasing his commitment to community involvement. Furthermore, as a proud supporter and sponsor of the Zonta Club’s Women of Achievement Awards, Terry demonstrates a strong commitment to recognizing and empowering women in business.
Throughout his career, Terry's efforts and excellence have not gone unnoticed, as he has been honored with a total of 11 awards. Notably, he has been voted Best Investment Advisor for five consecutive years by the readers of the Business Times, a testament to his dedication to client satisfaction and successful wealth management.
Notable Career Trajectory
Terry McIntyre's professional journey is marked by his tenure in prestigious roles across various esteemed financial institutions. Prior to his current role at Manulife Securities, Terry held multiple positions that have enriched his expertise. He served as an Investment Executive at ScotiaMcLeod, where he sharpened his analytical skills and strategic thinking in investment management. His journey continued as an Investment Advisor and Insurance Advisor at TD Waterhouse, further diversifying his skillset in the financial services space.
Terry’s leadership abilities were highlighted during his time as Vice President of National Sales at First City Trust, where he superbly navigated sales strategies and crafted impactful financial solutions. This multi-faceted experience has equipped him with invaluable insights that inform his current practice, enabling him to deliver exceptional value to his clients.
Community Involvement
Outside of his professional commitments, Terry is recognized for his active engagement with the community. His long-standing membership with the Brampton Board of Trade not only reflects his dedication to local business but also his commitment to fostering a vibrant economic environment. For years, he has played a pivotal role in various community events, including those aimed at promoting the development and recognition of women in leadership through his involvement with the Zonta Club.
Terry McIntyre exemplifies the ideal balance of professional acumen and community spirit, fostering connections that extend beyond mere transactions. His belief in social responsibility amplifies his role as an investment advisor and instills greater purpose in his work.
Conclusion
With a solid foundation of education, extensive professional experience, and a demonstrated commitment to community service, Terry McIntyre is a distinguished Investment Advisor at Manulife Securities Incorporated. His holistic approach to wealth management, built on a solid understanding of market intricacies, combined with a genuine dedication to client satisfaction, sets him apart in the financial services industry. Clients can trust Terry not only to manage their investments but to do so with integrity, understood professionalism, and the utmost care for their financial well-being.
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