Tom is a Chartered Accountant and is responsible for developing planning solutions for tax, business succession, estate, insurance and philanthropic planning for clients. He has extensive experience in the financial services industry and is a frequent writer and speaker on topics related to the innovative use of insurance in business, estate, tax and charitable gift planning. Tom received his Bachelor of Commerce from the University of Toronto in 1979 and his Chartered Accountant designation in 1982. He is a member of the Ontario Institute of Chartered Accountants, the Canadian Tax Foundation, the Society of Trusts and Estates Practitioners, and is an associate member of the Conference for Advanced Life Underwriters.
Insurance services are provided by Scotia Wealth Insurance Services Inc.