Understanding the challenges women investors face and how we help
What Tom's Clients Say
“I recently retired after 27 years as the founder and CEO of Cougar Global Investments, which was acquired by Raymond James. As a retired investment professional, I was looking for an advisor with professional credentials and the experience and knowledge to manage my portfolio. Tom was the only Raymond James advisor within a 100 km radius who had the qualifications I was seeking in a wealth manager (CIM®, CFP®).
I particularly value Tom’s good judgement and strong ethics. He also shares my approach to managing downside risk. I could not be more pleased with Tom’s performance as a wealth manager and would highly recommend him to others.”
– Dr. J.B., retired
“We have trusted Tom with our investment and insurance needs for over 20 years. His integrity, meticulous approach, excellent counsel and professional advice have provided comfort and stability as our family has grown and moved through different stages of life. Tom has taken the time to really get to know us, giving us every confidence that our financial goals are not just well understood but also executed within our comfort level. He has been there to answer any question and explain complicated information in understandable language. We would not hesitate in recommending Tom as a financial advisor.”
– G.M. and B.M.
“I’ve known Tom Popielarczyk as an investment advisor for over 15 years. Over that time, I have always relied on Tom’s sage advice with respect to my investment account. I know Tom’s honest dedication is working on my behalf.”
– B. J. L., Business Owner
“Over the past 25 years, my wife and I have always appreciated Tom’s financial expertise and guidance. Tom has helped us navigate the milestones and challenges of a modern family through the different phases of wealth management - accumulation, growth, protection, distribution and legacy.
Tom took the time to truly understand our financial objectives and tolerance for risk, providing comprehensive solutions that enabled us to achieve our goals. He’s helped us with everything from appropriate investment and insurance options to postsecondary (RESP) plans for our children and tax-efficient estate planning. He has handled our financial affairs with competence, integrity and attention to detail, providing us with complete peace of mind. I recently retired from a demanding career into a comfortable retirement, thanks to the slow, steady growth of my portfolio and Tom’s practical advice.
You can trust Tom! I would recommend Tom without hesitation to anyone looking for a knowledgeable, down-to-earth professional to manage their money.”
– D.H., Retired
“It is difficult to put into a few words all that you’ve done for me over the past several years. When we first sat down over 10 years ago, I knew that I needed help organizing my financial situation and I was pleased and confident that we could work together. What I didn’t realize, at the time, was to the extent I would come to put my complete trust and faith in you. Over the years you’ve consistently gone above and beyond for me especially when my financial situation changed and I truly needed your guidance and advice more than ever. I sleep better at night thanks to you. You’ve gone out of your way to ensure my peace of mind, including having to get yourself registered in another province and having to deal with me long distance! I honestly can say that I do not know what I would have done without you then or now. You are my trusted advisor and friend.”
– S. G.
“Over the past 15 years that Tom has managed my financial portfolio, he has done an excellent job outperforming any investments I’d had prior to Tom managing my account. Tom continues to review my account, contacting me with investment recommendations on a regular basis and now that he’s licensed to trade stocks has become my "one stop" investor. As a base service Tom goes the extra mile to ensure I’m maximizing RSP contributions, leveraging tax breaks, able to exploit market/stock corrects, while preparing for my retirement.
I’ve recommended Tom to many of my friends and co-workers who have also been impressed with Tom’s professional service.”
– P. P., PMP, Perkins Consulting Inc.
“My wife and I signed on with Tom two years before my retirement. I needed advice and direction to ensure that going forward into retirement our investments were managed effectively as well as other retirement issues addressed. Tom has certainly met our expectations and given us peace of mind. We find Tom very knowledgeable and approachable. I believe he has a sincere interest in his clients and have already recommended him to others.”
– R. J., Retired
“I have found Tom to be trustworthy, reliable, honest and dependable. I have complete confidence in him to take care of my needs. I have faith in his judgement at all times and he is always willing to listen to me as well.”
– E. W., Retired