Tom's vision continues to be clear for his team as he is constantly engaged in refining the process to provide optimum wealth management components for clients as their lives unfold and their needs change. His practice is dedicated to assist high net worth families and family enterprise clients.
Tom completed the Canadian Securities Course in 1986, updated it in 2004, and completed the Wealth Management Essentials course in 2008, the Canadian Securities Institute (CSI) Hedge Fund course in 2009 and the Business Family Dynamics Course in 2014 from the Family Enterprise Advisor (FEA) program. He is currently working toward becoming a Certified Divorce Financial Analyst™.
Identifying, developing and focusing closely with clients on their objectives is Tom’s focus. He oversees the overall wealth management program for each client. Independent wealth management plans are tailored for each client providing the flight plan* for life. Tom directs the development and implementation of appropriate investment, tax, retirement and estate solutions to meet the objectives identified in the plan.
Tom enjoys watching his two sons play hockey; one professional and one in the Western Hockey League (WHL). He mentors young, elite, defence, hockey players in the specifics of the position and in life skill development on the road to becoming responsible adults and role models in society. He also enjoys staying fit, mountain biking and playing golf.Contact:
The information in this portion of the web site is intended for use by persons resident in Canada only. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Independent Wealth Management advisors are registered with IIROC through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.