Candour. Clarity. Certainty.
Providing wealth management solutions to Independent business owners & professionals in the Greater Toronto-Hamilton area.
Together with his partners, he helps clients address their biggest concerns:
• Having the ability to live life on their terms,
• Preserving their wealth,
• Mitigating taxes,
• Taking care of their heirs,
• Ensuring their assets are not unjustly taken and
• Creating legacies and charitable giving.
Tom has been providing wealth management services since 1992 and now serves a select group of clients, who have entrusted him with overseeing and growing their wealth. He uses an iterative consultative process to gain a detailed understanding of his clients’ deepest values, goals and priorities. He then employs customized recommendations, appropriately aligned with life stage and tailored to address each client’s unique needs and goals, beyond simply investment management.
Working with Tom, individuals and families will achieve financial success by:
• Gaining an independent opinion from a top financial advisor in their community,
• Making smart financial and wealth decisions in today’s uncertain political, economic and social environment,
• Developing and implementing a comprehensive wealth management plan to achieve their financial dreams.
As both a Certified Financial Planner (CFP) and Chartered Investment Manager’s (CIM), Tom is widely recognized in the financial advisor community for providing comprehensive financial planning.
Member Since: 2019