An “Integrative Thinker” with 25 years of Wealth Planning expertise, Thomas is focused on providing comprehensive financial management and solutions to UHNW multi-generational family relationships, private foundations, professional athletes, complex trust structures and charitable organizations.
Through his education in the fields of Strategic Wealth Planning and Family Dynamics with specialized knowledge in Behavioral Finance, Thomas believes he developed a rigorous process and excellence on identifying and understanding his client’s individualized financial needs. Leading his advice process through experience and education, Thomas focuses on proactive navigation of his clients to help ensure solid financial decisions against their objectives and family principles.
Thomas has demonstrated a commitment to continuous education and has earned several professional designations. With a particular interest in Board Governance, Thomas has completed the Governing for Nonprofit Excellence Program through Harvard Business School and the Directors Education Program (DEP67) offered through ICD/Rotman School of Management.
Thomas is an experienced financial services professional and will work with you to connect you with TD Specialists who can help you progress towards achieving the goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
In 2018, Thomas successfully climbed Lobuche East (elev. 20,075') in Himalayas supporting True Patriot Love Foundation for which he raised over C$126,000. Thomas is a member of The Institute of Corporate Directors and Family Enterprise Xchange.
Family Enterprise Advisor (FEA), Certified International Wealth Manager (CIWM), Chartered Investment Manager (CIM), Institute of Corporate Directors (ICD.D), Fellow of the Canadian Securities Institute (FCSI), Certified Financial Planner (CFP), Financial Management Advisor (FMA)
The Arthritis Society, SickKids Foundation
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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