Thomas G.
About Thomas G.
Thomas G. is a Senior Portfolio Manager at Harbourfront Wealth Management, where he has worked since 2014. He has extensive educational qualifications in financial services, including certifications in estate planning, investment management, and financial planning.
Work at Harbourfront Wealth Management
Thomas G. has held the position of Senior Portfolio Manager at Harbourfront Wealth Management since 2014. In this role, he serves as co-portfolio manager on the firm's Private Equity and Private Credit mandates. His responsibilities include managing investment strategies and ensuring optimal portfolio performance for clients. Thomas's tenure at Harbourfront spans a decade, during which he has contributed to the firm's growth and client satisfaction.
Education and Expertise
Thomas G. has a comprehensive educational background in finance and investment. He studied at the University of Calgary, earning a Bachelor of Arts in Political Science from 2002 to 2007. He has completed various financial courses, including the Chartered Investment Manager (CIM) designation in 2017 and the Certified Financial Planner (CFP) designation from 2012 to 2013. His studies also include advanced financial services education, estate planning, and private equity, with the most recent course completed at Wharton Executive Education in 2023.
Background
Before joining Harbourfront Wealth Management, Thomas G. worked at Investors Group Financial Services Inc. as a Consultant and Associate Consultant from 2008 to 2014. He has lived, studied, and worked in five of Canada's largest cities before settling in Victoria, BC. This diverse experience has contributed to his understanding of various market dynamics and client needs across different regions.
Achievements
Thomas G. has been instrumental in launching the Laurier Private Equity Pool in 2021, a strategy designed to provide retail investors with access to private equity investments. This initiative aims to democratize investment opportunities that are typically reserved for institutional investors. His belief in balancing emotional and logical responses in financial planning reflects his approach to achieving true wealth for his clients.
Interests and Hobbies
In his spare time, Thomas G. enjoys participating in individual and team sports, including triathlon, softball, and hockey. His engagement in sports reflects his commitment to maintaining a balanced lifestyle and emphasizes the importance of teamwork and competition in both his personal and professional life.