I help guide individuals and families toward their long-term financial goals by creating personalized financial plans based on real objectives.
With over 15 years of experience as a Financial Advisor, Thomas helps guide his clients through various life stages, investment situations and changing market conditions. He understands that people are facing unique challenges. His goal as a Financial Advisor professional is to help clarify, coordinate and manage your financial goals by providing comprehensive services tailored to your personal si
09/08/2026
Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.
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09/04/2026
Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.
Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
09/01/2026
Worried that inflation may rise in the years ahead? You’re not alone.
TIPS for Inflation If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
08/27/2026
Even if you’re young and single, you should still consider protecting yourself with insurance.
Insurance Needs Assessment: When You're Young and Single Even if you’re young and single, you should still consider protecting yourself.
08/25/2026
Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance.
08/20/2026
Test your estate strategy knowledge with this short quiz.
Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
08/18/2026
If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
Stay Safe with a Business Owner's Policy Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
08/13/2026
Your insurance needs don’t stay the same when the nest empties, but what changes?
Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties?
08/11/2026
SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?