Terry Broaders makes sure that every YOU FIRST Financial Planning client gets thoroughly-considered, well-researched answers to even their most complex financial questions.

As YOU FIRST’s lead researcher, Terry brings more than 25 years of financial services know-how to every assignment he takes on. He is also the resident expert on insurance and taxation.

Prior to YOU FIRST Financial Planning, Terry practiced at leading financial services firms including Great West Life and SunLife Financial. He is a Certified Financial Planner (CFP), an Associate of the Health Insurance Association of America and a graduate of the Canadian Securities course. Terry holds a Bachelor of Commerce in Finance and Marketing from Memorial University.

About Terry’s passion for financial planning…

“My greatest satisfaction comes from helping people manage their way through an increasingly complex financial world. I want to make a tangible difference in their lives.”

More facts about Terry…

• Winner of the Toastmasters International Humourous Speech Competition
• Is a builder – weekend projects have included a deluxe cedar woodshed and a bat house
• Loves walking. Is an avid reader
• Loves nature - can be found feeding squirrels and birds near his cottage