Partners in protecting your wealth and your peace of mind.
An experienced insurance and estate planning professional, Tom is a valuable member of your advisor's team. His passion is helping clients build, protect and transfer personal and corporate wealth using a planning based approach.
Tom has over 30 years of experience in the financial services industry and is a member of the Estate Planning Council of Ottawa. He holds a Bachelor of Economics from Carleton University and has obtained the Certified Financial Planner and Chartered Life Underwriting designations.
Away from the office, Tom volunteers as a board member and as Treasurer of the Rivermead Golf Club. He enjoys golfing, curling and running, as well as proudly supporting Ottawa's sports teams.
