Larry Tomlin
Wealth Management Affiliate @Wealth Stewards Inc
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WORK HISTORY
Wealth Management Affiliate @Wealth Stewards Inc
CA
Wealth Stewards is a financial advisory company providing holistic wealth management advice and implementation services. Wealth Stewards often provides financial advice integrated with affiliated professional accounting firms.
EDUCATION
Canadian Securities Institute
Chartered Investment Manager, Finance and Financial Management Services
McMaster University
C.Dir., Corporate Governance
Chartered Professional Accountants of Canada (CPA Canada)
FCPA, Accounting
Western University
MBA, Richard Ivey School of Business
ABOUT LARRY TOMLIN
A qualified accountant since 1988, Larry is best known for having founded and operated an accounting practice where he served as trusted advisor to hundreds of families for over 20 years, specializing in tax planning and compliance for professionals who have incorporated, family-owned businesses. During this time Larry developed an extensive reputation for hard work, attention to detail, and his engaged, attentive and caring approach to clients\' tax and financial concerns. Specialties: Financial planning, wealth management, insurance
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