Over the last 20 years, Tom has held various positions in the Wealth Management industry and leverages his experience to deliver comprehensive financial planning advice by analyzing a client’s overall financial picture.
As a leader within the BDO Wealth Advisory Services practice for the past 8 years, Tom and his team have developed a unique offering in the marketplace by coordinating, investment management with financial, tax and estate planning.
Since Graduating from the University of Western Ontario, Tom has continually sought to expand his knowledge within the wealth management industry, earning the following designations:
Certified Financial Planner (CFP) - 2007
Chartered Investment Manager (CIM) - 2011
Certified Executor Advisor (CEA) - 2021
Trust and Estate Practitioner (TEP) - 2016
Family Enterprise Advisor (FEA) - 2020