Thomas completed his Bachelor of Arts in Economics and Management at the University of Wilfrid Laurier in 2021.
He became a licensed investment advisor as of September 2021, and has completed his Canadian Securities Course (CSC), Wealth Management Essentials (WME) and is currently working towards his Certified Investment Manager (CIM) designation. Thomas also completed his Life License Qualification Program (LLQP); this enables him to help families and corporations mitigate financial risks with life insurance while he guides them through their investment journey.
Prior to joining Gold Leaf full-time, Thomas worked as a summer student for Michael Di Brina and Diego Favero, helping him establish his career path in the investment industry. Since then, he has liaised closely with Michael and Diego to establish practices that add value and enhance communication and strategy when dealing with clients’ financial affairs.
Thomas understands that managing financial well-being is a priority in a client’s life, next to family and health; he is committed to providing a tailored, detail-oriented approach that meets the specific needs of his clients.
