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Tom Mathies, CFP, CIM, TEP

Senior Advisor, Wealth Advisory Services

Executive summary

Over the past number of years, Tom has held various positions in the Wealth Management industry and leverages his experience to deliver comprehensive financial planning advice by analyzing a client's overall financial picture.

Professional designations and education

Trust and Estate Practitioner
Chartered Investment Management
Certified Financial Planner
Bachelor of Arts, Political Science, Western University

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