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.

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.

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 websites – Wisdom with Wealth and

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