Tom Irwin has been helping clients navigate the financial landscape since 2010. He is part of a premier advisory team that represents nearly 100 years of combined experience. Holding the Chartered Investment Manager (CIM) and Qualified Associate Financial Planner (QAFP) designations, Tom focuses on the intersection of human insight and technical precision.
Tom utilizes Conquest planning software to create dynamic financial models. This allows him to maximize wealth efficiency and minimize tax exposure for his clients. By merging the speed and accuracy of modern technology with the stability of his team's extensive history, Tom provides a client experience that is both forward-thinking and deeply grounded.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements.
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.