Education/Designations:
- BBA – St. Francis Xavier University with Honours
- CFA Charter, 2017, CFA Insitute
- CSI – Canadian Securities Course 2018
- CSI – Conduct and Practices Handbook 2019
- CSI – Investment Advisor Training Program 2019
- LLQP – Life Licensing Qualifying Program 2018
Tom Nicholson
Associate Advisor
BBA (Hons), CFA
As Associate Advisor, Tom spends time working with clients to establish an in-depth, comprehensive understanding of their financial situation & goals before creating a plan. Tom has a particular interest in behavioural finance & enjoys taking the time to ensure that clients’ predispositions are reconciled with their goals & investment strategy.
Tom joined BPS securities over 5 years ago after graduating from St. Francis Xavier University in 2013 with a Bachelor of Business Administration (Honours, Finance). Since then he has become a CFA Charterholder. The CFA designation is globally recognized & attests to the Charterholder’s success in completing a rigorous & comprehensive study program in the field of investment management & research analysis.
Outside of the office, you can find Tom sailing, skiing, hiking or running.