Terry Fisher, CFA
Arguably, there is nothing more useful in investing than experience. That is even more true given current unusual market conditions with high volatility and record low interest rates.
With more than 45 years of experience in all aspects of the investment industry, Terry Fisher holds the Chartered Financial Analyst designation and is a Portfolio Manager with Friedman Investment Group (www.friedmaninvestmentgroup.com).
A 17-year veteran of CIBC Wood Gundy, Terry previous worked in institutional equity research and corporate finance at several leading Canadian brokerage firms serving variously as Vice President, Director, and Managing Director of Research.
He has been involved in mergers and acquisitions, corporate valuations, and venture capital finance, including service as a director of two public companies, becoming CEO of one and Chairman of the audit committee of the other.
Terry’s present focus is managing diversified portfolios for high-net-worth families, and helping business owners transition to eventual retirement.
When he is not working with clients to help them plan, preserve, and grow their wealth, Terry enjoys skiing, tennis, kayaking, and weekends in wine country at his home in Niagara-on-the-Lake.
To learn more about Terry Fisher’s investment approach, click on “blog”. For the full range of investment services offered by Friedman Investment Group, please visit our website at: www.friedmaninvestmentgroup.com