Since entering the investment industry in 1998, Thom has been offering his clients financial peace of mind through a customized and holistic wealth management strategy designed specifically for their lifestyle. In addition to creating an optimal asset mix, Thom provides comprehensive services in financial planning, retirement planning, wills and estates advice, insurance reviews and income maximization.
Thom believes in developing a trust with his clients that can only be achieved through a disciplined, consistent approach to investing that is based on sound fundamentals which are anchored to the needs identified in each client’s financial plan.
On a personal note, Thom and his wife Darlene are kept busy with their twin daughters Grace and Sarah. He also volunteers his time by working with the United Way in Ottawa and keeps healthy by cycling, golfing and skiing.