Terry McBride

Terry McBride

Terry McBride

306-651-4291

terry.mcbride@raymondjames.ca

Tax & Estate Planning

B.Comm., CFP, MTI, CLU, CEA

Terry was born and raised in Saskatoon. He has a Bachelor of Commerce degree with a major in marketing from the University of Saskatchewan. Terry has been involved in financial planning associations on both a local and national level for many years.

His designations and awards include:

  • Chartered Financial Planner (1982)
  • Member of the Trust Institute (Personal Trusts)
  • Chartered Life Underwriter (1999)
  • Specialist of the Trust Institute (Taxation)
  • AIM Award for Excellence in Professional Financial Planning (Saskatchewan Region 2002)
  • Distinguished Toastmaster (2011)
  • Certified Executor Advisor (2016)

Terry wrote a personal finance column in the StarPhoenix weekly for over 30 years. He is taking courses towards two more designations – Personal Tax Services Specialist and Certified Health Insurance Specialist.

Terry is a fan of country blues music and Irish music. He enjoys biking year-round to stay in shape. He is learning the Irish Gaelic language. Terry has been married to Betty for 44 years; they have three daughters – Katie, Lisa, and Maggie – and four grandchildren.

Chad Woolsey - Raymond James

306-651-4271

www.chadwoolsey.com 

105 21st Street East Suite 700 

Saskatoon, SK S7K 0B3

Chad Woolsey