My professional career didn’t begin with financial planning. I graduated at the University of Alberta with a degree in Engineering. As a Consulting Engineer, my work began in Edmonton, which then took me to Houston, St. Louis, and Toronto.
In 2007, I decided to start my own business and formed Palmerston Wealth Planning. Around the same time, I found my way back home to Edmonton. My experience of working and travelling outside of Edmonton allowed me to gain a genuine appreciation for our city.
I am passionate about experiencing different cultures, eating and making great food, and being involved in sports like golfing, snowboarding, and hockey. I’m also passionate about my community. I believe in helping and giving back where I can. Volunteering provides me the perfect opportunity to support others and make my community a better place.
Our values define us and influence every decision we make. Some of the things I value most are my faith, family, friends, as well as my failures. My faith is the light that guides me through my life. My family is my rock—I’m a blessed husband looking forward to our 15th anniversary, and I’m a proud father. The rewarding friendships I’ve been gifted with keep me grounded. And my failures have taught me invaluable lessons—lessons that have given me the ability to learn, to grow, and to always move forward.
Terry joined Palmerston Wealth Planning in 2011 and is responsible for the day-to-day operations of the business, including investment and insurance processing. Terry achieved her Life Insurance licence in Alberta in 2015, and provides clients with ongoing support through her attention to detail and strong commitment to the highest level of customer service. Outside of work she is a busy wife and hockey mom to two teen aged sons.
Cathie has been with Palmerston Wealth Planning since April 2014. She worked with Greg Bowen for 13 years and joined Palmerston Wealth Planning when Al Thong took over the business. Cathie takes care of policyholder and customer service. She is an avid volunteer and currently serves as a Director on the Board of MCARFA.