Tom has over 17 years of financial industry experience, including seven years managing the trade desk at a major bank-owned firm in Vancouver. As an Associate Investment Advisor on the team, Tom collaborates with Nevin on portfolio management and the development of advanced investment strategies. With a Financial Management Advisor (FMA) designation and successful completion of the Certified Financial Planner (CFP) qualification exam, he has the knowledge and expertise to handle complex wealth management issues and counsel high net-worth clients.