Craig Toms

Craig Toms
Craig Toms

Senior Portfolio Manager

Senior Investment Advisor

MBA

CPA, CMA

CIM®

Sound investment advice built to help weather all market conditions

Phone

Office

(780) 448-8062

Mobile

(780) 265-0458

Office Location

10715 - 170 Street NW 2nd Floor Edmonton, AB T5P 0Y5. map

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Offering a unique discovery process

In the initial stages of us getting to know each other, I use an innovative discovery tool that will take you through some behaviour questions so you can better know yourself and how you really make decisions. And when it's all done, a diagnostic using behavioural finance theory will take all that information and tell us how you often behave, how I can work best with you and what the next steps are in creating your strategy - prioritized by what matters to you. A wealth strategy which manages the financial aspect of important things like your retirement, your kid's education, your family cottage - not just your money.

Armed with a deep understanding of your priorities and values, I'll build a team of TD specialists centered around you. And, as your needs evolve, your wealth strategy will evolve with you. I take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.

Phone

Toll Free

(866) 508-8544

Fax

(780) 448-8962

Branch Phone

(780) 448-8280

Branch Fax

(780) 448-8686

Certificates

MBA

CPA, CMA

CIM®

Languages

English

Education

Masters in Business Administration - Queens University, Chartered Professional Accountant, Bachelor of Commerce, Royal Military College, Chartered Investment Manager, Certified Retirement Specialist

We See The Whole You

Managing your wealth and planning for the future requires a genuine interest in your well-being. Your TD Wealth advisor will determine your Wealth PersonalityTM profile and discover your priorities to develop a plan with a multi-disciplinary approach that can help grow and protect your wealth and transition it to those you care about most

Toms & Le Wealth Management Group

Toms & Le Wealth Management Group
We are Craig Toms and Dao Le, Senior Portfolio Managers and Senior Investment Advisors with TD Wealth Private Investment Advice in Edmonton, Alberta. We believe that your personal and family requirements should drive your wealth management strategy. We approach every situation with an open mind to help us best understand our clients’ needs, ambitions, and tolerance for risk.

Let's talk about your future

Reach out to schedule a complimentary Discovery session with our team. Uncover your wealth personality and take the first step towards developing a wealth strategy that's as unique as you are.