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Tom has been providing wealth management and investment expertise to individuals, professionals and entrepreneurs since 1997. He holds the professional designations of Certified Financial Planner (CFP), Canadian Investment Manager (CIM), Financial Management Advisor (FMA), and Fellow of CSI (FCSI). 

Born in Halifax, Tom's formal education includes a Bachelor of Business Administration (BBA) with a major in Finance. Tom has a day-to-day passion to excel and brings the same passion and enthusiasm to meeting the needs of his clients. He's an active member and volunteer in his community. He and his wife, Jennifer, are proud parents of their three children, Brady, Ty, and Ava.