With over 27 years experience as an Investment Advisor in the Comox Valley, Tom's mandate is to be his clients central resource for financial advice. His role is to provide guidance in helping his clients achieve their long term investment and retirement goals. Tom works in collaboration with TD specialists (bio's below) with emphasis and expertise in areas of Wills and Estate planning, Insurance, Business Succession, Philanthropy and Private Banking.
The majority of Tom's clients are business owners, professionals and retiree's. For these clients a secure and comfortable retirement is the primary financial objective. They recognize the merits of working with an experienced advisor at a large stable financial organization that provides a broad range of wealth management services.
Trust, confidentiality and integrity are the cornerstones of Tom's business practice and commitment to you. He believes that his clients value his caring and personal approach and can rely on his expertise and professionalism. Tom feels that his most important job is to listen and understand you and your family's financial needs.
Tom continues to accept new clients and his business is constantly growing through introductions from other working professionals as well as long time clients. Many of the clients that started with Tom in 1993 are still with him today.
Pinnacle Family Wealth Advisory Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.