Thomas Cook
Principal, Senior Portfolio Manager & Financial Planner at Affinity Financial Group - Harbourfront Wealth Management
Based in Halifax, Canada
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Seniority
Director
Department
Finance & Accounting
Location
Halifax
Industry
Financial Services
Company size
6
Contact information
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t•••••••@affinityfg.com
Phone
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Background
About Thomas Cook
Thomas oversees operations of Affinity's three core advisory platofrms: Affinity Multi Family Office / Affinity Private Wealth / Affinity Accumulation. Our clients are typically small to medium sized business owners and professionals looking for an advisory team with the knowledge, education, and business model capable of serving their many distinct needs. Thomas and his team ensure all the moving pieces are aligned and working together. This includes accounting, corporate structures, business advisory, investment portfolio design, legal, insurance, philanthropic initiatives, data storage, and succession strategy. We seek to provide objective and transparent advice not always present in the financial services industry. As a registered Portfolio Manager, Thomas carries a fiduciary duty to his clients in portfolio design and wealth advice."Investments are provided through Harbourfront Wealth Management, sponsoring investment dealer of the Affinity Financial Group and Member of the Canadian Investor Protection Fund, Member of the Canadian Investment Regulatory Organization (CIRO). Insurance Products offered through Affinity Financial Group"
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