Kevin Tom's Location
Hamilton, Ontario, Canada
Kevin Tom's Work
- Chief Investment Officer @ FirstOntario Credit Union
- Divisional COO @ FirstOntario Credit Union, Corporate Investments Division
- Senior Vice President, Strategic Investments and Development @ FirstOntario Credit Union
- Vice President, Specialized Credit @ First West Credit Union
- Director, Corporate Credit @ First West Credit Union
- Assistant Vice President, Wealth Management Services @ First West Credit Union
- AVP Wealth @ Qtrade Financial Group
- Past President @ CFA Society Okanagan
- Senior Manager @ Valley First, a division of First West Credit Union
Kevin Tom's Education
- The CFA Institute
CFA charter (Financial Analysis)
2000 - 2003 - Canadian Securities Institute
Investment Management
- The Banff Centre
Strategic Leadership
- University of Manitoba
Bachelor of Science (BSc)
Kevin Tom's Skills
- Wealth Management
- Personal Financial Planning
- Investment Advisory
- Investment Strategies
- Investment Management
- Risk Management
- Estate Planning
- Retirement Planning
- Financial Education
- Sales Management
Kevin Tom's Summary
Kevin Tom, based in Hamilton, Ontario, Canada, is currently a Chief Investment Officer at FirstOntario Credit Union, bringing experience from previous roles at FirstOntario Credit Union, Corporate Investments Division, First Ontario Credit Union and First West Credit Union. Kevin Tom holds a 2000 - 2003 CFA charter in Financial Analysis @ The CFA Institute. With a robust skill set that includes Wealth Management, Personal Financial Planning, Investment Advisory, Investment Strategies, Investment Management and more, Kevin Tom contributes valuable insights to the industry. Kevin Tom has 2 emails on RocketReach.
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