Tom Pownall is a seasoned financial professional with over 30 years of experience in the industry. His journey as an advisor began at a young age when he developed a keen interest in investing, purchasing his first stock at the age of 13. This early passion for finance led him to pursue a career where he could help families navigate complex financial scenarios and provide them with peace of mind in achieving their goals and retiring successfully.
Tom's expertise lies in assessing risk versus return profiles and constructing portfolios that align with his clients' objectives. As a Portfolio Manager, he leverages his extensive knowledge of the capital markets, including bonds, stocks, and ETFs, with a minimal allocation to mutual funds. Holding a CIM designation, Tom is recognized for his proficiency in portfolio management. Additionally, he possesses an options license, enabling him to implement risk mitigation strategies.
In his current role, Tom partners with RBC Dominion Securities, Canada's largest financial firm, to offer a holistic wealth solution for families. He provides comprehensive services, including wealth management, financial planning, estate planning, and insurance, ensuring that his clients receive a well-rounded approach to their financial well-being. Known for his ability to simplify complex financial concepts, Tom's clients appreciate his dedication to making information easily understandable.
While Tom is committed to being the most trusted advisor for his clients, he also values a fulfilling personal life. He is a proud father of two daughters and enjoys spending time boating in the Pacific Northwest during the warmer months. In the winter, he finds solace in the mountains, pursuing outdoor activities. Tom considers himself fortunate to have a career he loves and remains passionate about helping families achieve financial success.
