Partnering with your advisor to protect your wealth and peace of mind.
Tom is dedicated to helping you meet your goals to build, protect and transfer your wealth. With 30+ years of financial services experience, he works passionately to provide valuable estate planning and wealth management services through the offer of insurance-based solutions.
A member of the Estate Planning Council of Ottawa, Tom holds the Certified Financial Planner, Chartered Life Underwriting and Chartered Financial Consultant designations. He is a graduate of Carleton University with a Bachelor of Economics.
In his personal time Tom volunteers as treasurer on the board of the Rivermead Golf Club. He keeps busy golfing, curling and running while proudly supporting Ottawa's sports teams.
