Building the Business: Another Virtual Nexus Welcome!

As a Vice President on the client service team, Tom will focus on providing excellent client service to our existing clients on their portfolios and work closely with our wealth planners. He will also be an integral part of our business development team which introduces the firm’s capabilities to new relationships.

Tom joins us from CI Investments, where he was an analyst responsible for fixed income, alternative investment and foreign exchange research. He also worked on the sales and marketing team, collaborating with their Canadian financial advisors. Tom holds the CFA designation, and has a Masters of Finance (MFin) from the Smith School of Business at Queen’s University.

In his spare time, Tom can be found at the rink playing hockey (much like the NHL right winger of the same name!) and skiing. His love of travel led him to spend a month in Thailand, and he is looking forward to the day when he can get back to exploring the globe.

To introduce clients as best we can in this virtual environment, Tom will be joining client meetings with our relationship managers. While we remain optimistic that we can get together in person in the near future, for now, we hope that you will get to know Tom virtually.

We are looking forward to having Tom on board, and invite you to join in giving him a (virtual) warm Nexus welcome.