Tom stays well informed on both financial and current events, and offers an informed and "common sense" approach to investing. He possesses a Bachelor of Arts degree in Management Economics from the University of Guelph, is a Chartered Investment Manager (CIM) and holds the FSCI designation. Tom feels comfortable speaking about wealth management strategies, estate, tax, and investment planning.

In addition to mutual funds, stocks, and bonds, he is also qualified to provide clients with Life Insurance and Options products.

Originally from Listowel, Ontario, Tom now resides in Fergus with his wife, Carrie-Ann, and four children, Jesse, Meadow, Sawyer, and Piper.

Tracy has over thirty five years of experience in the investment industry, twenty four of which have been working with Tom. She has also worked in various operational positions, which gives her an internal view of investment and banking procedures. Tracy is fully equipped to answer any of your administrative queries, using determination and experienced insight in order to make the process of investing simple and straightforward. Originally from Clarkson, Ontario, Tracy has lived in Guelph for twenty seven years with her husband, Mark, and daughter, Olivia.

Carrie-Ann has 13 years experience as an Administrative Assistant.  Together with Tom and Tracy, she works hard to bring you the excellent customer service you deserve!