Tom Trainor
Managing Director @Hanover Private Client Corporation
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WORK HISTORY
Managing Director @Hanover Private Client Corporation
CA
In founded a multi-family office, to advise senior executives, business leaders, estate trustees and family organizations on complex financial matters based on the principle of providing objective, independent advice that incorporates advanced financial planning, portfolio structuring and management, risk management, advanced estate planning and the analysis and resolution of related financial issues.
EDUCATION
Ivey Business School at Western University
MBA
Dalhousie University
Bachelor of Commerce
Association of International Certified Professional Accountants
Personal Financial Specialist (PFS)
The Institute for Advanced Financial Education
Chartered Life Underwriter (CLU)
FP Canada
Certified Financial Planner (CFP)
Chartered Professional Accountants of Canada (CPA Canada)
FCPA, FCFA
CFA Institute
Chartered Financial Analyst (CFA)
ABOUT TOM TRAINOR
With over 30 years of experience in finance, I am a trusted advisor to senior executives, business leaders, estate trustees, and family organizations. My core competencies include financial planning, portfolio management, risk management, estate planning, and family organizations. As the founder and managing director of Hanover Private Client Corporation, a multi-family office, I provide objective, independent, and tailored advice that addresses the complex and diverse needs of my clients. I am passionate about achieving professional excel for my clients. I value integrity, professionalism, and excellence, and I strive to foster a collaborative and respectful culture within my firm, and with my clients and professional partners.At Hanover, I oversee the strategic direction, operations, and professional development of the firm, as well as portfolio construction and management for clients. I leverage my extensive knowledge and credentials in accounting, finance, international capital markets, derivatives and investments, as well as our network of professional partners, to deliver comprehensive and integrated solutions that meet the highest standards of quality and performance. I have successfully founded and sold a previous multi-family office, and I have also worked as a portfolio manager at a boutique investment firm. I have developed and implemented multiple financial plans, investment strategies, and risk mitigation solutions for clients across various sectors, industries, and geographies. I have also advised clients on complex estate planning issues, such as trust formation, business succession, and risk management. Some of my skills include financial planning, portfolio management, investments, risk management, estate planning, derivative planning, and international capital markets, and I am actively involved in thought leadership in multiple professional organizations.
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