Tom Irwin is a Wealth Advisor who has been involved in the financial services industry for over eight years, but his interest in finance goes back much further. Tom attended Acadia University, earning a Bachelor of Arts. Shortly after university, Tom earned his Commercial Helicopter Pilot License before pursuing his interest in the financial sector, achieving the Chartered Investment Manager and FPSC Level 1 designations. Tom has a passion to help people better understand their finances and prepare for the future.
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.