Thomas Wujtow, BComm, Pl. fin., CRPC(U.S.), TEP

Senior Financial Planner

Thomas is an accomplished financial planning professional with over 15 years of experience in the financial services sector. He is a Certified Financial Planner, a licensed Insurance of Persons Representative, and holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning (U.S.) as well as the Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP) Canada.

Throughout his career, Thomas has demonstrated expertise in the development and delivery of comprehensive financial plans that address a wide range of client needs. His areas of specialization include personal net worth and cash flow analysis, tax planning and income splitting strategies, insurance and risk management, trust and estate planning, U.S.-Canada cross-border considerations, and corporate financial planning.

Thomas is recognized for his ability to distill complex financial concepts into clear, actionable strategies, earning the trust and confidence of his clients through thoughtful communication and a client-focused approach.

Outside of his professional responsibilities, Thomas is a dedicated husband and father of two. He is also an avid outdoor enthusiast who enjoys a wide range of recreational activities including cycling, swimming, hiking, fishing, kayaking, and camping.

Phone

514-782-7269

Hold your smartphone over the QR Code to download Thomas’ virtual business card

Invest in yourself. your future.