Thomas Norman

Living in Simcoe County area in my early teens, I imagined financial independence as owning a Mercedes-Benz S-Class, living in a mansion, and having my own private jet. While I may not have reached those lofty goals, that initial desire evolved into a true passion for helping people plan their financial future and has been the guiding force behind my career.

I hold a degree in mathematics from York University in Toronto, Ontario, which has provided me with a solid analytical foundation. Over the last 12 years, I have taken on increasingly senior roles in the financial services industry,...