Our Team

Tom has been helping business owners, professionals and seniors with their asset accumulation and protection strategies since 1983. Tom has been a member of Advocis (formerly known as the Canadian Association of Insurance and Financial Advisors) for over 20 years and has held numerous executive positions within the organization. He also has attained the Chartered Life Underwriter designation (CLU). The CLU equips advisors with the most relevant, up-to-date education in advanced tax issues, estate planning, and law as it applies to financial planners, insurance companies, and negotiation.

Tom has built a successful “Client Centric” practice that uses tried and true wealth management strategies. His association with “The Protectors Group” enables his team access to a variety of specialists within the financial services field.

See what others have said…….click here.