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 a calm, patient and reassuring person.
Tom uses a common sense approach with money matters. He encourages people to become more aware and take control of their financial interests. Empowering them to make good money decisions. Worry is replaced by a clear and workable plan for your future.
Always striving to build long-term relationships with his growing client base and provide excellent customer service.
With over eight years of experience in the financial planning field, Tom has broad experience in financial planning, retirement planning, money coaching and all kinds of unique personal money situations. His client base consists of pre-retirement clients, business owners and professionals, consultants, and retirees. Tom is Certified as a Financial Planner by the Financial Planning Standards Council.
“I’m proud of the fact that I’ve never ever been in the business of selling financial products. I’m a pure coach and planner and that’s the way it’s going to stay.”, says Tom.
Away from the business, he enjoys family time, home projects, snowboarding and especially the outdoors and around a campfire. Tom is a proud father of two adult children, has a symbiotic relationship with his loving wife and enjoys a large extended family. His previous career was a Technologist and Team Visualization leader in the Earth Sciences.
Tom is a regular contributor to several Canadian money magazines. He also does workshops and speaking engagements in the Calgary area.
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