A Certified Cash Flow Specialist™ is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.
Tom began his financial services career in the banking sector and quickly understood that clients wanted "personalized service". In 1988 Tom became a Life Insurance Agent specializing in personal, estate and retirement planning. In 2000, he obtained his Certified Financial Planner (CFP) designation and in 2016 Tom completed his CCS (Cash Flow Planning Specialist Designation). He feels good about providing a written financial plan that allows individuals to get their financial power back by adding debt and cash flow management to their financial planning process.
Tom has lived in Aurora, Ontario for over 30 years, and has always been a caring and involved person in his community. Tom believes in order to be successful a balance between work, family and his community involvements must be attained. Tom volunteers with the Optimist Club of Aurora in their efforts to assist children in our community with their needs. Tom was a Director and Treasurer for the Aurora Chamber of Commerce. When possible Tom enjoys a round of golf or wood working in his garage.
As a Certified Financial Planner, it is easy to come up with number, but how do we get there?
I became a CCS to help/teach how to get to a realistic number that is real and obtainable.
My dream is to help people live their financial lives to the fullest.
We all set goals, let's make these goals happen.