As a Thom & Associates team member, we accept, understand and strive to achieve the goals and values set out by our company. Goals and values that we don’t only believe and follow but had a hand in creating:
We are a Client-centered organization
- It is our clients who make our company, and we will strive to exceed their expectations
- Our clients are our employers; by helping them succeed we will be successful
- As an independent brokerage with a variety of the best the market has to offer, we represent our clients’ interests first and foremos
We are a leader in the financial services industry
- We will remain on the leading edge of this industry with the constant updating of education, knowledge and skills
- We recognize that we can’t be everything to everyone. In the areas we specialize in – we will of course do our very best. In those rare times that we do not have the answers we may not have answers for we find out.
- Our growing association with other professionals allows us to draw on their wealth of information and support, which we pass onto our clients
We assist our clients to achieve financial independence, security and peace of mind.
- By focusing on and understanding our clients’ goals, we will be a catalyst in helping them achieve their dreams
- Change is continual and inevitable. We will strive to provide our clients with the tools and knowledge to thrive in these conditions.
We are a team committed to personal growth and the highest professional standards
- Our challenge is to develop our individual areas of expertise and grow as a team of professionals
- Our pledge is continual self-improvement through ongoing education
- Teamwork will be our edge and the key to our success
- We are committed to the highest levels of confidentiality and adhere to Council of Insurance and Financial Advisors and the Certified Financial Planners Code of Ethics
All services provided through Thom & Associates Financial Planners Inc. Mutual funds are provided through Investia Financial Services Inc. Insurance is provided through multiple carriers.
Segregated Fund Disclosure: Commissions, trailing commissions, management fees and expenses all may be associated with segregated fund investments. Please read the fund summary information folder for segregated funds before investing. Segregated Funds may be guaranteed, their market value changes daily and past performance is not indicative of future results.
Mutual Fund Disclosure: Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus for mutual funds before investing. Mutual funds are not guaranteed, their market value changes frequently and past performance is not indicative of future results. We do not guarantee the accuracy and will not be held liable in any way for any error, or omission, or any financial decision based on articles used in this website.