Thomas Venner CFP

Experience

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  GIC Financial Services Inc.

  Nov 2006 - Oct 2013

  Finacial Planner
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  Thomas Venner

  Jan 2007 - now

  Tax Professional

  I provide professional tax preperation services for a modest fee, starting at $25 for basic returns. As I am also a Financial Planner I routinely analyze client returns and look for tax saving opportunities particularly in the area of investment income, RRSPs, TFSAs etc.

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  GP Wealth Management Corporation

  Jan 2007 - now

  Financial Planner
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  Financial Horizons Group Inc.

  Mar 2007 - Feb 2023

  Fee or Commission Based Financial Planning I cover all aspects of your Financial Plan including: Retirement Income Planning, Tax and Estate Planning & Insurance Planning. As a Life and Health Insurance broker I act as an intermediary between clients and insurance companies. Clients may be either individuals or commercial businesses and organisations. I use my in-depth knowledge of risks and the insurance market to find and arrange suitable insurance policies and arrange coverage. I act in the interest of my clients and offer products from more than one insurer to ensure that my clients get the best rates and coverage.

  • Financial Planner (CFP), Fee Based/Fee Only Options Available

    Nov 2007 - Feb 2023

  • Life & Health Insurance Broker

    Mar 2007 - Feb 2023
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  Centum SRF Financial Inc

  Nov 2010 - Dec 2018

  Mortgage Agent
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  Altimum Mutuals Inc.

  Oct 2013 - Feb 2023

  Financial Planner (CFP)

  Through Altimum Mutuals Inc. I have access to all of the major Mutual Fund Companies to help build customized and diversified portfolios for my clients. This includes access to Socially Responsible Funds as well as Index and ETF Mutual funds. I focus on using funds that have lower costs where possible and can tailor the fee structure in many cases to further reduce investment costs.