Tom Stachiw
Wealth Advisor, Advising Representative @Connor, Clark & Lunn Private Capital Ltd. (CC&L)
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WORK HISTORY
Wealth Advisor, Advising Representative @Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Calgary, AB, CA
By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC & L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.CC & L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd, one of Canada’s leading investment management firms whose affiliated teams manage over $105 billion in assets.
EDUCATION
University of Wisconsin-Eau Claire
Bachelor of Business Administration (B.B.A.), Finance
Mount Royal University
General Studies
SKILLS
ABOUT TOM STACHIW
By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC & L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I have a decade of experience in the financial industry, with prior roles at Matco Financial Inc. and CWB Wealth Partners as a portfolio manager. I have developed a strong passion for stewarding client wealth and developing trusted relationships, with a focus on providing personalized client service to individuals, families, and small institutions. I am passionate about educating all my clients, including the next generation. I hold the Chartered Investment Management (CIM) designation and have a B.A.A. Finance from the University of Wisconsin University – Eau Claire.I volunteer as Chairman on the foundation board of my alma mater, Edge School in Calgary. My other interests include hockey, golf and spending time with my family. I played hockey through NCAA in Wisconsin, winning the national championship in 2013.
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