Tom Schoenewolf, CFP, FCSI
Private Wealth Advisor
Coastal Community Private Wealth Group
Investment Advisor
Credential Securities
Tom began his career in the Wealth Management industry 23 years ago, as an independent Insurance Consultant. Five years later, he found his passion as an Investment Advisor and has been with Coastal Community for the past 18 years.
Tom finds great joy in helping clients transition through their many life stages. He finds ways to simplify complex financial matters and takes pride in guiding clients through the decision making process. Tom especially enjoys caring for retirees. He has a reputation for creating prudent retirement income strategies that provide peace of mind for those in their retirement years.
Tom enjoys socializing, reading, crossword puzzles, and playing trivia. He also enjoys travelling to unique destinations and going on wine tours.
Tom lives with his three sons and is an avid sports fan.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.