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Tom began his financial planning career over 25 years ago. After earning his Financial Planner (Pl.Fin.) and Certified Financial Planner (CFP) designations, he built extensive experience advising incorporated business owners and professionals on all aspects of their financial lives.<\/p>\n
For the last 10 years at CDSPI, Tom has focused specifically on providing comprehensive financial planning to dentists and their families. His deep understanding of the unique financial needs of dental professionals has allowed him to help clients navigate the complexities that come with professional incorporation, wealth accumulation, retirement planning, and the transition of their practices and estates.<\/p>\n
Tom takes a holistic approach to financial planning, bringing together investment, tax, retirement, estate, and insurance strategies into one coordinated plan. His goal is to simplify complex financial decisions and help clients build, protect, and ultimately transition their wealth with confidence.<\/p>\n
Tom and his wife have two wonderful daughters. Outside of work, he enjoys playing golf, cycling, and collecting vintage watches.<\/p>\n
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[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.10.8″ _module_preset=”default” background_color=”#09131E” background_image=”https:\/\/rosengroup.ca\/wp-content\/uploads\/2022\/03\/cta-footer-background-paralax_2.jpg” parallax=”on” custom_padding=”120px||120px||false|false” global_module=”868″ saved_tabs=”all” global_colors_info=”{}”][et_pb_row make_equal=”on” module_class=”align-center” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][dsm_typing_effect before_typing_effect=”Invest in ” typing_effect=”yourself.|your future.” typing_speed=”50ms” typing_backdelay=”3000ms” typing_cursor=”| ” _builder_version=”4.27.4″ _module_preset=”default” header_level=”h2″ header_text_align=”center” header_text_color=”#FFFFFF” header_font_size=”60px” custom_margin=”||0px||false|false” header_text_align_tablet=”center” header_text_align_phone=”” header_text_align_last_edited=”on|tablet” header_font_size_tablet=”48px” header_font_size_phone=”36px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”][\/dsm_typing_effect][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
Portfolio ManagerTom began his financial planning career over 25 years ago. After earning his Financial Planner (Pl.Fin.) and Certified Financial Planner (CFP) designations, he built extensive experience advising incorporated business owners and professionals on all aspects of their financial lives. For the last 10 years at CDSPI, Tom has focused specifically on providing comprehensive financial planning to dentists and their families. His deep understanding of the unique financial needs of dental professionals has allowed him to help clients navigate the complexities that come with professional incorporation, wealth accumulation, retirement planning, and the transition of their practices and estates. Tom takes a holistic approach to financial planning, bringing together investment, tax, retirement, estate, and insurance strategies into one coordinated plan. His goal is to simplify complex financial decisions and help clients build, protect, and ultimately transition their wealth with confidence. Tom and his wife have two wonderful daughters. Outside of work, he enjoys playing golf, cycling, and collecting vintage watches.Tom.Kawaski@RosenGroup.ca613-263-0667Hold your smartphone over the QR Code to download Tom’s virtual business card
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Investir en <\/span> yourself. your future.<\/span><\/span><\/span><\/h2>\n\t\t\t\t<\/div>\n\t\t\t<\/div><\/p>","protected":false},"author":2,"featured_media":12978,"parent":289,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-12977","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\nTom Kawaski | Team | Rosen Group Private Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/rosengroup.ca\/fr\/team\/tom-kawaski\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tom Kawaski | Team | Rosen Group Private Wealth Management\" \/>\n<meta property=\"og:description\" content=\"Portfolio ManagerTom began his financial planning career over 25 years ago. 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