As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Thomas Laube
Tom is a CERTIFIED FINANCIAL PLANNER® professional with extensive experience in wealth management services and financial planning. He created Thomas Laube Wealth Advisory to provide busy professionals, business owners and individuals with personalized financial advice as they navigate through life’s stages, such as marriage, divorce, retirement, business succession, job loss and career change.
Prior to launching his practice, Tom spent ten years as Regional Vice President of a global investment management firm based in Toronto. In this position, Tom had the opportunity to meet with financial advisors across Canada and provide strategic advice on investment concepts and practices. He also worked as a Regional Manager in Vancouver; among his institutional clients were several Canadian Chartered Banks and well-known insurance companies. Tom began his financial services career at the head office of a national brokerage firm in 1993.
Degrees and Designations
- FCSI – Fellow of the Canadian Securities Institute
- CFP® – CERTIFIED FINANCIAL PLANNER®
- Bachelor of Commerce – University of Windsor
- Bachelor of Arts (Economics) – Wilfrid Laurier University
Professional Associations and Community Involvement
- CIFPs – The Canadian Institute of Financial Planners
- FPSC – Financial Planning Standards Council
- Investment Committee - Burlington Community Foundation
- Community Policing Committee - Halton Regional Police Service
- Coach and Convener – Burlington Youth Soccer Club
Tom lives in Burlington, Ontario with his wife Liz and two daughters. The family enjoys their winters skiing in Ellicottville, NY and various other sporting activities.
Mutual Funds provided through FundEX Investments Inc.
Elizabeth Laube
Liz is the Operations Associate at Thomas Laube Wealth Advisory. She has several years of experience in client service and administration in the wealth management industry. Prior to joining Tom, Liz worked as a licensed Associate Investment Advisor at a large Canadian brokerage firm, on a team providing financial advice to high net worth individuals and business owners.
Liz holds an Honours Bachelor of Arts degree from Huron College at the University of Western Ontario and a Bachelor of Education from the University of Toronto. She completed the Canadian Securities Course, with Honours, in 1998. Prior to entering the investment industry Liz taught high school History and English.
She is a proud mother of two wonderful daughters and volunteers as Chair of the Parent Council at Charles R. Beaudoin Public School.
