With over 20 years in the financial services industry, Tom Popielarczyk has a broad range of knowledge and experience in the world of personal finance. He specializes in investment counselling and is competent in all areas of wealth management, including tax planning, risk management and estate planning.
Tom holds the Chartered Investment Manager designation (CIM™) as conferred by the Canadian Securities Institute, and the Registered Health Underwriter designation (RHU) recognized by the Financial Advisor Association of Canada for specialists in the area of living benefits insurance. In 1998, he also received his credentials as a Certified Financial Planner (CFP™) from the Financial Planners Standards Council of Canada (FPSC), internationally known as the gold standard in financial planning services. Tom has also been appointed by the Financial Planners Standards Council as a CFP Brand Ambassador.
In 2014 Tom was granted the Chartered Financial Divorce Specialist (CFDS) designation, awarded by the Academy of Financial Divorce Specialists. At this time Tom is not practicing as a CFDS.
Tom was formerly an instructor of Advanced Financial Planning and Ethics at George Brown College in Toronto. He has been a guest lecturer at the George Brown School of Accounting, presenting on pension income integration and maximization.
“Client centric” Business Model - Something new and different
In 2013, Tom completed the development of a unique fee based business model, years in the making and after much research.
The advantages of this model include a virtual elimination of advisor conflict while also providing clients flexibility and significant fee savings when compared to traditional mutual and segregated funds.
By leveraging the world class advisor support available through Raymond James Ltd. and Raymond James Financial Planning, Tom continues to offer the complete suite of financial planning services while also giving clients a unique and focused investment experience tailored to client needs and better positioned for success.