Works with private clients to achieve their personal goals
Focus: Private Clients and Condo Program
Tom works with a wide range of private clients providing asset mix, portfolio, financial and retirement planning.
Tom joined Matco in 2019 given his strong need for independent thinking. He started his career in 2013 with Richardson GMP as an investment advisor and next joined CWB McLean & Partners Wealth Management as a portfolio manager. Tom graduated from the University of Wisconsin with a Bachelor of Business Administration degree and holds the Chartered Investment Manager (CIM) designation. He was a top under 40 Investment Industry Association of Canada (IIAC) nominee in 2018.
Tom is a former NCAA hockey champion and is currently a certified CrossFit trainer and an avid golfer. Tom is often found speaking at young professional and post-secondary conferences and events.