Immigrant Canadian 

Born in communist Europe in 1954, his earliest and strongest lessons in money management came from his parents as they immigrated to Canada in 1958 with four children. 

Those first few years were difficult. Tom watched his parents model hard work, frugality, discipline and courage as they raised their young family in a new country and foreign culture.

University Graduate 

Tom graduated from York University with both Bachelors and Masters Degrees in Business Administration (BBA and MBA respectively).

He received his professional accounting designation Certified Management Accounting (CMA) in Alberta in 1984. Tom has completed 5 of the 6 courses required for the Certified Financial Planner (CFP) designation.

Seasoned Accountant

Tom spent the first part of his career with Shell Canada in various analytical and accounting positions.  He then provided tax-consulting services for International Technology Ventures. After a short period as Director of Finance with Heritage Christian Schools he began to work full time as a personal financial planner.  

Tom directs his investments through Portfolio Strategies Corporation and insurance products through PPI Solutions headquartered in Alberta.

Financial Advisor 

He believes that just as mathematics, physics, chemistry, music and medicine have constant, unchanging laws, so too does money management. He has identified them in the financial advice from the Book of Proverbs – resulting in the website – Wisdom with Wealth.

Family Man 

Tom and his wife Priscilla live on an acreage just outside Calgary where they are raising six of their ten children.