We are thrilled to announce that Tom Aldridge has joined our team as a Group Insurance Specialist.
The knowledge, experience, and enthusiasm he brings will complement the extensive services we provide at Precision Wealth Management.
About Tom:
With over 25 years of experience in the financial service across Canada, Tom spent the last 13 years of his career building an individual wealth management and pensions practice for a global mutual fund manufacturer.
His only goal is to help his clients, along with Precision Wealth clients to capture and execute valuable compensation strategies. Total Compensation Systems can sound intimidating. Salary expense ratios, group pricing structures, group salary extension, executive compensation, CIRP. The list of fancy terms and jargon cannot be understood by even the most of creative thinkers.
Tom takes even the most complex of corporate strategies to compensate owners and staff and explains to them in plain language that people can understand. The outdoors is where Tom lives. Whether its boating, sailing to fishing and snowmobiling, his best clients enjoy those same sports alongside him. Never one to miss a chance to “experience” life, you might find him trying new pastimes in local communities, taking part in festivals and fundraisers, he loves to meet people.
He can be heard talking with strangers all over the country and always seems to make good friends wherever he goes. With a passion for leadership, process and execution, this combination can provide enormous value for owners and managers. Continuous improvement is a core value instilled over years of account management roles. This has encouraged him to continue expanding his knowledge base.
Tom’s life partner Dama is also a partner at his previous practice, continuing the tradition of planning first mentality. They both love to travel, hang out with their animals and “experience” life, rather than going through it.
Welcome to the team Tom!
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