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Terence Kowalchuk, Financial Advisor

FINANCIAL ADVISOR
Terence W Kowalchuk

70 James Street, Parry Sound, ON P2A 1T5opens in a new window
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Focus Areas

  • Wealth strategies
  • Estate and legacy strategies
  • Business retirement plans
  • Intergenerational planning

About Terence

Are you looking for a trusted financial advisor in Parry Sound or in the Sudbury area? With years of investment experience, I help retirees, business owners, early career individuals, and families reach their financial goals.

Over the past 11 years, I worked as a consultant to more than 1000 financial advisors across Ontario. This was a rewarding career. However, this experience highlighted a growing need for quality financial advice and I wanted to fill that void.

As I work with you, I want to understand your unique situation and customize a financial strategy that aligns with your goals and values.

Our areas...

Work History

  • Edward JonesSeptember 2024 to Current

Personal Interests

  • Fishing
  • Golfing

Team Members

  • Nancy Goulay-Partridge
    Sr. Branch Office Administrator
  • Jayden Carvell
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(705) 774-9444

Fax

(877) 629-0723

Office Address

70 James Street
Parry Sound, ON P2A 1T5opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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