Schuett
Place Category: Wellington County
Since joining RBC Dominion Securities in 2005, Tom has focused on providing clients with comprehensive solutions and personalized financial advice. Tom’s extensive experience with intergenerational business and farm transfers as well as his credentials and expertise help ensure expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.
Tom earned his honours degree in Commerce from the University of Guelph and has completed his MBA in finance at McMaster University’s DeGroote School of Business. He is dedicated to continuing professional education and has earned his Certified Investment Manager (CIM) designations and Certified Agricultural Farm Advisor designation. Most recently, Tom received his Associate Portfolio Manager designation, which allows him to offer discretionary wealth management to his clients. In 2016, Tom was recognized by RBC Dominion Securities for his dedication to his clients and service excellence with the appointment of Vice-President.
- Investment Management
- Portfolio Management
- Succession Planning
- Financial Planning
- Retirement Planing
- Estate Planning
- Insurance Planning
- Tax Minimization Strategies
Member: Financial Planners Standards Council
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