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Craig Toms

Vice PresidentPortfolio ManagerInvestment Advisor

  • MBA
  • CPA, CMA
  • CIM®

"Sound investment advice built to help weather all market conditions"

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How do you ensure that the product of your hard work, saving and worry is grown, preserved and available when you need it? Money is not simply dollars and cents. It represents the sum total of your life, your sacrifices, your dreams and your goals. It is hard earned and too easily spent.


 

The Toms Wealth Management Group was built with work and worry, hard decisions, personal sacrifices and a commitment to honesty, communication and trust. We are in this business because we believe that you deserve to be secure and enjoy the product of your hard work. We understand your needs because, we've been there and we get it.


Click this link to view our winter newsletter ! winternewsletter.pdf

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"Your own personal Chief Financial Officer (CFO)"

Craig Toms, MBA, CPA, CIM Vice President, Portfolio Manager and Investment Advisor –Craig founded the Toms Wealth Management Group in 2005. He was recently awarded Merit by TD for the third consecutive year, which is a prestigious award that only 60 advisors, nationally, in the firm achieve. He is also the 2018 Chair of the National Advisory Committee for TD Wealth.  Craig's credentials far exceed the standards in this industry and include an MBA from Queen's University, a chartered accounting designation (CPA) and designations as a portfolio manager, investment advisor and retirement specialist to name just a few. He is a military veteran and served as an officer in the Canadian Forces, retiring shortly after completing the inaugural tour in Afghanistan in the war on terror. Craig is husband to Kristin and father to his two children, son Mitchell and daughter Maddix. Craig enjoys hunting, fishing and football and likes to smoke and marinate meats. He recently survived buying his wife a pressure canner for Valentines' day.

*Merit: Merit rewards sales employees who meet and exceed the business unit's criteria, consistently deliver legendary experiences and demonstrate the following qualities: motivation; excellence; results; integrity; teamwork.


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As of 04/24/2018. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. they have been reviewed and approved in writing for public use.

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The Toms Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank






ADDITIONAL CONTACT

Toll Free: (866) 508-8544
Fax: (780) 448-8962
Branch Office: (780) 448-8280
Branch Fax: (780) 448-8686

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're redefining private wealth management.

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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