Tom Wilson, CFA

Tom began his career in the investment industry immediately after graduating from university, taking on various roles at a major financial services firm, including client services, sales, portfolio management, and investment research. He eventually discovered his true calling in wealth management, which allowed him to combine his love for investing with his commitment to helping others.

Tom is passionate about helping individuals, families, and not-for-profit organizations achieve their long-term financial objectives through tailored investment strategies. He understands the importance of adhering to a long-term investment strategy that is firmly rooted in realistic wealth planning objectives.