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As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Growing up on a mixed farm in western Manitoba, Tom’s early interests led him to a degree in agricultural engineering. After several short term positions he moved to Portage la Prairie and pursued a successful career as technical services manager with a farm equipment manufacturer until his employer pulled up stakes and left North America in 1991.
At that time, his own financial advisor persuaded him that a career in financial services would allow him to continue helping people to solve problems and achieve success, but in a different industry. The financial planning industry permitted him more time with his then young family and an opportunity to put down roots in the community. In the early years of building his practice, Tom invested hundreds of study hours to learn the business and went on to purchase his advisor’s business when she retired. He continues to dedicate significant time each year to Professional Development to stay ahead of the curve.
Tom enjoys helping families and individuals secure their future by providing a best practices planning approach. As an independent advisor Tom is under no pressure to sell in-house products. He brings custom tailored, cost effective solutions that are appropriate to client goals, tax brackets and lifestyles. He has the ability to source products from a very wide range of suppliers and takes time to find the most appropriate products for each client’s situation. Insurance products, in particular, are often apples and oranges and require review of the fine print. Also, strategies, products and suppliers must occasionally be re-evaluated to maintain relevance and to be of value for clients. This is particularly true in these times when taxation, legislation and personal situations are always changing.
Tom understands that success comes only when client interests are placed first. He welcomes the opportunity to earn your trust by helping you define and achieve your unique financial goals.