Tom Kawasaki, CFP®, Investment Planning Advisor, CDSPI Advisory Services Inc.

Current role

Tom Kawasaki joined CDSPI Advisory Services Inc. in 2017 to spearhead our financial planning services in the Ottawa region. He is a bilingual Investment Planning Advisor who has held the Certified Financial Planner® (CFP®) designation since 2005*.

 

Experience

Tom has over 20 years of experience working in the financial services industry, much of it working with professionals, their families, and other high net worth individuals. He provides investment planning expertise in the areas of tax planning, incorporation, estate planning, retirement and wealth management.

 

Tom’s goal is to continue to set CDSPI apart with unbiased and non-commissioned advice tailored to the dental community. He has a very personal approach to building client relationships, taking the time to learn as much as he can about each client’s professional and personal goals. He builds a foundation of trust and earns business by developing creative solutions to meet each individual’s specific needs.

 

Outside of work

Tom is married and the proud father of two daughters. He is a cycling enthusiast and enjoys a good round of golf when he can manage to find time to head to the course. He is also a watch collector, with a fondness for well-crafted time pieces from the 40s and 50s.

 

*In Quebec, Tom is licensed as a FINANCIAL PLANNER (Pl.Fin.), and Financial Security Advisor.

 

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