Bilingual Investment Planning Advisor
“I’ve always said that if I’ve done my job properly, my clients can sleep well at night because together, we’ve created a financial plan that reduces worries about their finances.”
Tom Kawasaki is a bilingual Investment Planning Advisor who holds a Bachelor of Economics degree, a PI. Fin. diploma and is a CFP professional. Tom has 20+ years of experience working in the financial services industry. He provides investment planning expertise in the areas of tax planning, incorporation, estate planning, retirement and wealth management to dental professionals and their families. Tom joined CDSPI Advisory Services Inc. in 2017 working in the Ottawa region.
Perspectives on working with dentists
Tom was inspired to become a financial planning advisor by his mentor whose method was to help people realize their goals by planning with them rather than pushing products on them. “CDSPI provides that environment for advisors to understand and guide dentists on their financial journey.”
Tom’s goal is to continue to set CDSPI apart with unbiased and non-commissioned advice tailored to the dental community. He builds a foundation of trust and earns business by developing creative solutions to meet each dentist’s specific needs.
Tom believes in a positive mindset when approaching the subject of financial goals with his clients. “Dentists are highly skilled businessowners with complex financial needs that I find both challenging and exciting. To achieve their goals, it’s important to have a ‘can-do’ outlook as well as transparency on both sides.”
Through the implementation of financial strategies, Tom aims to provide his clients with a plan so they can retire on their own terms. “As entrepreneurs, dentists understand the importance of controlling their expenses and managing their revenue. We calculate the assets required to sustain their lifestyle at retirement, and we build market behaviour into their financial plan to protect their funds against any downturns.”
1.800.561.9401 x 6854
- CERTIFIED FINANCIAL PLANNER® professional
- Bachelor of Economics degree, McGill University
- Pl. Fin, Financial Planner, Laval University
Financial wellness means having goals that are attainable and achievable, monitoring progress towards those goals and avoiding bad decisions. Tom is a firm believer in practicing what he preaches. “I also have a financial plan and insurance policies. So, I advise my clients from the perspective of a product owner and a product user.” Everybody's situation is different therefore, financial wellness is subjective. Regardless, having a roadmap to achieve your goals is paramount to your overall well-being.
Tom enjoys spending time cooking for his family and is the proud father of two daughters. He is a cycling enthusiast, and he enjoys playing golf during his time away from work. Tom is also a watch collector, with a fondness for well-crafted time pieces from the 40s and 50s.
Tom proudly supports Alzheimer’s and Parkinson’s charities.