Tomas To
About Tomas To
Tomas To serves as an Associate Consultant at IG Wealth Management, where he has worked since 2017. He specializes in comprehensive financial planning, focusing on areas such as tax, investment, retirement, estate, risk, and cash management.
Work at IG Wealth Management
Tomas To has been employed at IG Wealth Management since 2017, serving as an Associate Consultant for seven years. In this role, he focuses on various aspects of financial planning, including tax planning, investment planning, retirement planning, estate planning, risk management, and cash management. His work involves creating tailored financial plans that cater to the needs of individuals, families, and small business owners.
Previous Experience at Fairchild Television
Before joining IG Wealth Management, Tomas To worked at Fairchild Television as an Administration Manager from 1997 to 2003. During his six years in this position, he was responsible for overseeing administrative functions within the organization, contributing to the operational efficiency of the company located in Richmond Hill, Canada.
Collaboration with Financial Consultants
In his current role at IG Wealth Management, Tomas To collaborates closely with Jenny Zhang, a successful Financial Consultant. This partnership allows him to leverage expertise and resources to enhance the financial planning services provided to clients, ensuring comprehensive and effective financial strategies.
Specialization in Financial Planning
Tomas To specializes in developing comprehensive financial plans tailored to the unique circumstances of his clients. His expertise encompasses a wide range of financial planning areas, including tax planning, investment strategies, retirement solutions, estate management, risk assessment, and cash flow management. This specialization enables him to address the diverse financial needs of individuals, families, and small business owners.