Tom stays well informed on both financial and current events, and offers an informed, "common sense" approach to investing. He possesses a Bachelor of Arts degree in Management Economics from the University of Guelph and holds the Chartered Investment Manager (CIM®) and FSCI® designations. Tom's areas of expertise include speaking about wealth management strategies, estate, tax-efficient 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, almost thirty 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 over 20 years experience in Wealth Management Administration and Client Relations. She is well versed in back-end procedures and order processing. Together with Tom, Tracy, and Jesse, she works hard to provide all clients with the excellent customer service they deserve.

Carrie-Ann lives in Fergus with Tom and has four children; Jesse, Meadow, Sawyer and Piper.