Terry Edwards

Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

A Professional Wealth Manager for Senior Executives

As a former senior executive at Fidelity Investments, Capital One, and Wells Fargo Advisors, I understand the sacrifice you’ve made in building your career. Let me help you build a wealth plan to grow, manage, protect, and transition the rewards you’ve earned throughout your career. Learn more about my practice centered on Senior Executives here. 

Global Insight 2025 Outlook: Beyond the Horizon

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.