Thomas was born in Calgary and then spent time in various countries growing up including living as far away as New Zealand. He has always valued the rewards of traveling and the experience different cultures offer. Thomas returned to Calgary and attended Western Canada and began his career in 2000 at RBC Dominion Securities after completing a degree in Economics at the University of Calgary.
As an Investment Advisor with TD Wealth Thomas provides comprehensive wealth management advice and solutions to individuals, small business owners and their families and is very committed to providing exceptional service to each of his clients, focusing on customized investment strategies. He creates personalized wealth management plans with a focus on retirement planning to build and protect his clients’ financial futures.
The cornerstone of his business is a one on one relationship with each client, based on trust, communication and a detailed understanding of their needs. This is an extremely important goal for Thomas and his team and is a main focus with every single client. By working in partnership with a team of experts within TD Bank Financial Group, he addresses the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies.
As well as a degree in Economics Thomas also holds the Certified Investment Manager (CIM) designation. He has completed the Investment Management and Portfolio Management courses as well as Derivative and Options Licensing courses, and is licensed to trade both options and derivatives. These extensive qualifications combined with many years of experience allow him to effectively assess potential opportunities that arise for his clients. Outside of the office he is an avid supporter of several charitable organizations in his community and enjoys time outdoors with his family.
Please call today to see if you and your family could benefit from his client focused approach to wealth management.