Tom has been providing financial advice since 2001 and has a keen ability to identify and create opportunities for his clients. He designs innovative financial solutions uniquely tailored to the needs of professionals, business owners and high net worth retirees.
Tom believes in maintaining the highest investment industry standards and holds the Chartered Financial Analyst (CFA) designation. Tom also has a degree in finance, holds the Certified Financial Planner (CFP) designation and is a Fellow of the Canadian Securities Institute (FCSI).
SPECIALIZES IN
Integrated and comprehensive financial planning
Five Pillar Financial Planning (investment, cash flow, risk management, tax and estate/legacy)
Professional corporations and transition of family business
Financial education for all family members
WHAT YOU MIGHT NOT KNOW ABOUT TOM?
Tom lives in North Vancouver with his wife and two young children. He often bikes to work, and in his free time he loves to ski, travel and spend time with his family.
