Timothy Plommer, BA, CIM, FCSI
Senior Investment Advisor
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Since entering the business, in 1991, Tim has helped generations of clients achieve their financial goals. He uses a disciplined approach towards money management that takes into account the special situation of each client. “All clients have unique needs, time horizons and dreams. My job is to build and implement a financial plan that incorporates all of these many variables”.
Tim recognizes that the key to wealth preservation and growth is the selection of great companies with strong management and good dividends. He uses an investment style that incorporates a low portfolio turnover which translates into a highly tax efficient process. The goal of exceeding client expectations is always at the forefront of everything Tim does.