I am a Certified Financial Planner and provide a wide variety of Financial Services to both ordinary families and high net worth clients. See my list of services below Testimonials.
Client Testimonials:
"I
have complete confidence in Tom and trust him to invest our savings as
he invests his own. I often refer Tom to others, my adult children are
also his clients."
Linda Rice
Scotiabank Retail Lending
"I'm
probably like most people and have very little practical investment
knowledge. However, I do recognize the need to find a good, honest
person with
whom to trust my money, and for me, that person is Tom Venner. I
have known and dealt with Tom for many years have every
confidence in his knowledge and judgment. I always know that no
question is too small or unimportant for me to ask and Tom always has
time to answer. Not every financial advisor feels that way - believe
me, I know from experience."
Karen Reynolds
Hamilton Youth Employment Services
"Tom is very knowledgeable and always takes the time to explain my
investments and how they fit our goals. By doing my taxes he's shown us a number of ways to save on the amount of taxes we pay."
Mike and Kathy Sherwood
"Tom Venner is an absolute
pleasure to work with. Being that I am self employed, its very
important to hire someone that I can trust with my finances. Tom has
nothing but the clients best interests in mind. His methods are clear
and concise. I especially love the fact that when I walk away from a
meeting with Tom I feel as though I've learned something."
Steve Ferrell
"I've known Tom for some time
and he is a very friendly and personable fellow. I have recently hired
him as a Financial Advisor and I would recommend Tom to anyone in need
of the same service. He is knowledgeable and conscientious."
Eman Ali
"My partner and I sat down
with Tom one afternoon, needing advice and guidance on our financial
future. He immediately had many valuable recommendations and explained
to us how to implement them. He was very easy to talk to and he
eliminated all our worries by giving us a plan."
Adele Olilver
"Thomas takes the time to help
you understand the many options available to help maximize your
financial portfolio, and his up-dates on current financial matters is a
fantastic way of keeping in touch with customers"
Andrina Jones
"Thomas has handled my childrens financial and taxation needs for the last few years.I was
impressed with the portfolio he drew up for them.I would not hesitate
to recommend Thomas to other family members or friends."
Frank
Kucharzyk
Planning
- RRSP's and Retirement Planning
- RESP's and Education Savings
- Taxes (returns from $25)
- Full Financial Planning (Fee based on Request)
Investments
Insurance
- Disability, Health, Life, Critical Illness, Long-Term Care, Travel
- Health Spending Accounts and ASO (Administrative Services Only) Group Insurance Plans
Contact me today to arrange
for an introductory consultation. I will
provide complete comprehensive analysis of your current portfolio and
insurance needs for no charge. Start yourself on the path to financial independence with an advisor who works for you (not a bank or large investment firm) and will act as your advocate, helping you navigate the ever changing landscape and increasingly complicated world of investments, taxes and insurance.
*Commissions, trailing commissions management fees and expenses may all
be associated with mutual fund investments. Please read the prospectus
before investing. Mutual funds are not guaranteed, their values change
frequently and past performance may not be repeated..