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Terry Shields

Senior Wealth Advisor, Aviso Wealth

Wealth Protection Specialist, Affinity Financial Strategies

Certified Financial Planner® (CFP), Bachelor of Commerce

Located at

399A Centre St, Shaunavon

Coordinator

Dianne Hughes

Aviso Wealth, Affinity Financial Strategies

dianne.hughes@affinitywealth.ca

As a Senior Wealth Advisor, Terry has over 25 years of experience in the financial services industry specializing in retirement income planning. Terry works with you to develop and implement plans and finds it extremely rewarding to work with you on a long-term basis to help you achieve your retirement goals. Terry will help you stick with a sound investment plan and not be swayed by the day-to-day volatility and fluctuations of financial markets.

CIRO Advisor Report

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Affinity Financial Strategies is a program provided by Aviso Insurance Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Affinity Financial Strategies is a trademark of Affinity Credit Union, used under license by Aviso Insurance Inc.

Terry Shields