Thomas A. Rogers,
CIM, FCSI, CFP, EPC
Financial Advisor for
Your Monetary Affairs
             
 

Welcome to the Avenue of Qualifications

On route, we'll survey several experience and qualification areas to give you a composite picture of my ability to serve you well.

These will begin with some personal background, then we'll review my formal registrations and licenses, followed by my industry credentials.

Two additional areas will offer some references and kind words I have been pleased to receive and a special look at my personal individuality.

  A thumbnail sketch of my experience.
  Where and how I am licensed.
  Canadian Investment Manager.
  Fellow of the Canadian Securities Institute.
  Certified Financial Planner.
  Elder Planning Counselor
  Independent Financial Brokers of Canada
  Experience and recognition in T. A.
  Letters of reference and a few kind kudos.