Thomas Suggitt

CFA, CIPM, CFP, FCSI
Vice President & Portfolio Manager

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Tom has been providing wealth management advice since 2001 and has a keen ability to identify and create opportunities for his clients. He designs innovative financial solutions uniquely tailored to the needs of professionals, business owners, and high-net-worth retirees.

Tom believes in maintaining the highest investment industry standards and holds the Chartered Financial Analyst (CFA) designation. Tom also has a degree in finance, holds the Certified Financial Planner (CFP) designation, and is a Fellow of the Canadian Securities Institute (FCSI).

Tom lives in North Vancouver with his wife and two young children. He often bikes to work, and in his free time, he loves to ski, travel, and spend time with his family.