Tom has been providing his clients with personalized investment management and financial planning solutions for over twenty years.
Working closely with his clients, Tom is dedicated to getting a thorough understanding of their goals and priorities in life. From there, he is committed to ensuring that his clients receive customized and objective financial planning advice
Tom takes great pride in fostering close relationships with his clients and providing them with friendly and attentive service so that they have the peace of mind that their financial future is on track and in good hands. He is committed to meeting regularly with his clients to ensure that their portfolios grow in line with their short- and long-term goals.
Tom joined RBC Dominion Securities in 2019 after 19 years working in financial planning/portfolio management at a firm specializing in investment management and financial planning for physicians and their families.
In addition to his extensive work experience in the financial services industry, Tom has a strong educational background in finance. He earned his Bachelor of Commerce degree with a major in Finance from the University of British Columbia, and holds the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. He is also a member of the Vancouver CFA Society and continues to enhance his investment and financial planning knowledge through courses and seminars.
Away from work, Tom enjoys spending time traveling with his family, cycling and hiking.
We welcome the opportunity to review your financial needs. For more information, or to arrange a complimentary consultation, contact us today.