Thomas is a Principal, Portfolio Manager & Certified Financial Planner with Affinity Financial Group. He manages clients and oversees operations between both the Halifax and Lunenburg branches. He specializes in working with business owners, families, as well as individuals in designing modern investment portfolio strategies and comprehensive wealth management plans. He is a registered Portfolio Manager which ensures he holds himself to the required standards of registered Portfolio Managers in Canada.

Thomas began his career as an advisor in 2008 with a large Canadian financial planning firm. In 2011, he joined a team that would eventually become Affinity Financial Group. In 2017, he became a principal of Affinity Financial Group and has since overseen its growth and expansion. He feels the investing and wealth management landscape is ever changing. Self growth, while continuing to evolve and adapt is paramount to ensuring the clients of Affinity Financial Group continue to experience a high level of investment and advisory services.

Thomas is a 2025 MBA candidate for the Johnson School of Management at Cornell University and the Smith School of Business at Queen’s University. He has accomplished the internationally recognized Certified Financial Planner (CFP) designation with the Financial Planning Standards Council of Canada.  Thomas has completed his Chartered Investment Manager (CIM) Designation with the Canadian Securities Institute.  Further, he a registered Trust and Estate Practitioner (TEP) and full member of the Society of Trust & Estate Practitioners (STEP Canada) Thomas graduated from the Bachelor of Science Program at Dalhousie University in 2008.

In his free time, Thomas enjoys a range of hobbies as well as spending time with his wife Courtney and daughter Charlotte.