When planning your financial future, many details regarding your money and your life’s goals must be addressed. With so much at stake, why not look to someone who is held to the highest ethical and professional standards in the industry, and has the education and experience to help you plan for your future?
EXPERIENCE
With over 25 years in the financial services industry, Tom Popielarczyk has a broad range of knowledge and experience in the world of personal finance, backed by a Bachelor of Arts in Economics from McMaster University.
Tom holds the Chartered Investment Manager designation (CIM®) from the Canadian Securities Institute. He is also a Certified Financial Planner (CFP®) as designated by FP Canada – internationally known as the gold standard in financial planning services – and is a CFP Brand Ambassador.
Tom is licensed to sell life, accident and sickness insurance in Ontario and holds the Registered Health Underwriter (RHU®) designation for specialists in living benefits insurance.
SERVICES
Tom is competent in all areas of wealth management, including tax planning, financial planning, insurance, alternative investments, risk management and estate planning.
Tom offers a complete suite of financial planning services tailored to client needs and positioned for success. These services are especially well suited for clients with investable assets of $500,000 or more.
COMMUNITY INVOLVEMENT
Tom believes in giving back to the community and making connections of mutual benefit. He has been a member of the Durham Networking Association since 2016. In 2017, Tom co-founded 100 Men Ajax, the Ajax chapter of the North American 100 Movement to support local charities.
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Related Resources
In 2021, Tom co-authored a book chapter on building wealth while building your business. For a FREE copy of The Entrepreneur’s Toolkit: A practical guide to start and grow your business, email Tom at thomas.popielarczyk@raymondjames.ca.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.