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With over two decades of private wealth management expertise, Thomas has been actively focused on helping to provide comprehensive financial management and solutions to high net worth families, trusts and charitable organizations.
Thomas has demonstrated a commitment to continuous education and has earned several professional designations. Thomas has further completed the Investment Decisions and Behavioral Finance Program through Harvard Kennedy School, Governing for Nonprofit Excellence through Harvard Business School and the Family Enterprise Advisor Program which provides deeper insight on how to address the unique challenges faced by many Family Enterprise Businesses through the Business Families Centre at UBC Sauder School of Business. Thomas is also a graduate of 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.
A resident of Oakville, Thomas is a member of The Institute of Corporate Directors and Family Enterprise Xchange.
Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Family Enterprise Advisor (FEA), Financial Management Advisor (FMA) and Certified International Wealth Manager (CIWM)
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.