At Hanover evidence and empirics serves as “True North” for our clients’ financial goals, deliberate process supports our dispassionate recommendations, and each client’s goals and circumstances drive everything that we do.
As an independent firm, with no distracting corporate sales, product quotas or shareholder interests, we are free to contribute to and benefit from a range of community-minded engagements, and to work with anyone who can advance our clients’ optimal outcomes. Nothing comes between Hanover and the clients we serve.
Our clients’ advanced planning needs call for advanced integration: estate planning cannot be done without tax mitigation; investments and risk must be managed concurrently; and so on. Our professional certifications – CPA, CA, CFA®, CFP® and CLU® – cover the spectrum of our clients’ financial interests.
We apply the Science of Wealth Management to offer informed, quantitative answers to our clients’ most important, qualitative questions.
We are committed to the principle that our clients benefit when we collaborate with others in advancing and promoting widespread financial stewardship. We work directly with fellow professionals, organizations and scholars to promote industry-wide best practices while strengthening our own client experience. Cooperating with leading service providers such as Vanguard, BlackRock and RBC Capital Markets, we routinely suggest, test and integrate innovative new resolutions to shared challenges.
To broadly represent our clients’ highest interests, we regularly participate in international financial, accounting and financial planning leadership initiatives, such as:
Managing Director
Direct: 416.594.3222
Email : [email protected]
Tom integrates his education and professional credentials with more than 30 years of industry experience to create, execute and oversee highly customized, integrated wealth strategies for his clients. He founded Hanover in 1999 based on the tradition of European private banks that advise clients on the breadth of their personal financial affairs utilizing advanced practices and knowledge employed by international institutions and wealthy family offices.
Previously, Tom co-founded a multi-family office that was acquired by an international financial institution and managed investment portfolios at a boutique portfolio management firm in Toronto. Tom was also a vice president with J.P. Morgan in New York and Toronto, and advised international companies and families on investments, acquisitions, divestitures, financing and risk management strategies. He earned his CA with Doane Raymond, a predecessor firm of Grant Thornton.
Active professionally, Tom participates in numerous professional committees, which coordinate year-round private wealth thought leadership conferences on investment management, risk management and tax planning. His professional committees have included AICPA Personal Financial Planning Executive Committee (Canadian representative) and the CPA Canada Accounting Standards Oversight Committee. He is a past president and board member of the Toronto CFA Society and was chair of the Private Client, Governance and Audit committees. He was vice chair of the Private Wealth Advisory Committee of the CFA Institute which advised the professional body on the developments in the international private wealth area.
Less active personally than he should be, Tom is a reformed commercial pilot who strives to remain physically fit by running slowly, playing hockey poorly and ignoring the green keepers who tell him to stay away from their golf courses.
"We focus on professional development,
not business development."
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