Tom Specializes in Assisting:
- Couples and Families
- Business Owners/Self-Employed
Tom Specializes in the Following Services:
- Business Cash Flow Planning
- Financial Planning
- Pre-Retirement Planning
“The journey is as important as the destination. It’s very satisfying to help people match their finances to their life journey, whatever that may be.”
Tom is known to be positive and reassuring creating a comfortable space to talk about money matters. He uses a common sense approach that serves to encourage, energize and empower his clients. Worry is replaced by a clear and workable plan for the future.
Tom has always pursued a wide range of interests and experiences. After completing a diploma in Engineering Science Technology, he backpacked for a year through the South Pacific. While building a 19-year career in the Energy Industry, he also enjoyed the gratification of home renovation projects—reconnecting to his family roots in the trades. While experiencing his children growing into young adults, he found the inspiration to nurture his own forward thinking.
It was then that a distinct interest in personal finance began to percolate. He became fascinated by the impact of demographics and investment styles and by the emotions people attach to money. He developed a strong conviction that people’s relationship with money impacts their financial success. As a result, when the opportunity presented itself, Tom shifted his career to personal finance. He promptly completed a financial planning program and soon after the Certified Financial Planning (CFP) national exam. With Money Coaches Canada, Tom is energized by the principles of a caring, collaborative organization committed to the best interests of its clients.
We were frustrated and confused. We knew our income was good but couldn’t wrap our heads around why we weren’t making any head way. Tom was great! He implemented a plan that worked for us. Considering our priorities forced us to face our spending issues and work together to get back on track. We finally saw our debt reducing and can see the light at the end of the tunnel. It was probably the best financial decision we have ever made. Definitely strengthened our marriage.
– Jennifer N & Gareth L, Edmonton AB
We feel that the investment was well worth it. We couldn’t have gotten where we are today without the coaching both financially and personally in our relationship.
– Arianne & Daryl, Calgary AB
We were very stressed and really didn’t have an understanding of our options to turn our financial situation around. Tom has been simply amazing to work with and was very understanding of what we were going through. He has answered all of our questions immediately and has really stayed in touch with us throughout the whole process. Now we work at our finances as a team and feel like we can face and solve unexpected money situations.
– Shannon/Greg, Ingersoll, Ontario
Before meeting with Tom, I tended to avoid thinking about money and then found myself firefighting when the credit card came due. Tom took the time to get a clear picture of my lifestyle and spending pattern. He then helped me create a system that separates my pay cheque into compartments that match my spending and savings goals. I now feel better about managing money and am confident that my longer term goals can be achieved.
– Jim W., Calgary, AB
We didn’t really understand the state of our finances – there are so many moving parts! Tom put in place a system that helped us assess our situation and “painlessly” challenge ourselves. Tom also encouraged us to be equally involved. We are making better decisions on a daily basis which is leading us to greater financial stability.
Another huge benefit is to come to understand where you want to be in the long run. We now feel like we’re in control and have a partner to help us along the way.
-Debra Jonasson-Young, Retail Executive and Scott Young, Retired, Winnipeg, MB