Tom grew up on a family farm in Kent County. After graduating from the University of Guelph in 1990 he moved to Woodstock where he trained and became a Chartered Accountant in 1993. He became a partner with Hyde Houghton in 1997 which merged with BDO Dunwoody Chartered Accountants in 1999.
At TD Wealth Private Investment Advice, Tom continues to do what he really enjoys which is helping people and organizations be successful and achieve their goals. He has worked with many clients over the past 20 years to build better, more profitable businesses and personal wealth. He has extensive experience and a passion for working with business owners and professionals helping with succession issues and the purchase and sale of businesses.
Tom and his wife Stephanie have two children: Andrew and Alannah. The entire family loves the outdoors and many weekends are spent camping or at a family cottage.
As a senior investment advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions and Wealth Services. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
I have been providing my clients with wealth management services and collaborating with TD Specialists for the provision of banking solutions for over 10 years. My clients include individuals, families, business owners and community foundations
When I’m not engaging with clients, I like to spend time with my wife and children at home in London or at the hockey rink.
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.