As a B.Comm. graduate from Concordia University and a licensed insurance and options specialist, Tom started his career as an Investment Adviser in 1987 and has worked with the likes of Merrill Lynch, TD Evergreen, National Bank Financial, and Macquarie Private Wealth, which was acquired by Richardson Wealth (formerly Richardson GMP).

For over 35 years, Tom has navigated his clients through turbulent and ever-changing economic times. To be proactive, devote proper attention to portfolio performance and nurture rewarding relationships, he regularly meets with clients to ensure they are on track to meet their goals. Tom helps his clients understand the current and projected macro-economic climate as it relates to their personal financial reality and future needs. Many of his clients wish to generate income from their portfolio to sustain their current lifestyle while protecting their capital for retirement. To achieve this, Tom hand-picks the appropriate money managers and hedge fund managers to provide the absolute returns required.

With a strong emphasis on work/life balance, Tom’s extracurricular activities include playing hockey as well as tennis and golf with his wife, Jennifer, and two grown children.