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Thomas Norman, Financial Advisor

Focus Areas

  • Wealth strategies
  • Business owner considerations
  • Retirement savings strategies
  • Retirement income strategies
  • Education savings strategies
  • Intergenerational planning

About Thomas

Growing up in Simcoe County, my passion for financial independence led me to a career helping others achieve confidence in their financial future. With a mathematics degree from York University and over 15 years' of experience in financial services, I provide personalized financial management, retirement planning, and investment strategies for individuals, families, and business owners.

From my office in Collingwood, I serve clients across Canada, partnering with them to navigate the complexities of building wealth, managing retirement income, and creating tax-efficient investment strategies. Whether clients are growing their business, preparing for retirement, or managing non-registered investments beyond their RRSP and TFSA...

Work History

  • Edward JonesJune 2024 to Current
  • TD BankMarch 2012 to February 2024

Education

  • York UniversityBachelor of Arts

Personal Interests

  • Running
  • Health & Nutrition
  • Personal Fitness
  • Traveling
  • Aviation

Team Members

  • Jillian Odell
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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