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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 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 specialists centred 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.
Craig Toms
Vice President Portfolio Manager Investment Advisor
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.
"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.
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.
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
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
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