5500 – 303 Moodie Drive
Tom helps his clients implement wealth management solutions that encompass their entire financial picture and meet their changing needs and changing market conditions. As a member of the Responsible Investment Association, Tom is also well qualified to construct portfolios based on socially responsible and/or sustainable policies.
Following a successful career in Commercial Banking, Tom accepted a position as an Investment Advisor with the Ottawa branch of Richardson Greenshields in 1994. Richardson Greenshields was soon after purchased by RBC Dominion Securities, the largest full-service investment firm in Canada.
In addition to attaining his BA and his MBA, Tom achieved both the Canadian Investment Manager (CIM) and Certified Financial Planner (CFP) designations. To maintain these designations Tom adheres to a rigorous program of continuing education ensuring that he remains well versed in current planning strategies and financial trends.