Thomas B. Russell B.Sc., MBA, CFP, CLU, CH.F.C.
Tom was born & raised in Winnipeg, Manitoba. His mother was an educator & counsellor, his father a family physician. As a boy, weekend trips to extended family farms fuelled a fascination with lifecycles and spurred his desire to obtain a Bachelor of Science in Biology. At University of Winnipeg he fell in love with Lisa, a farmer's daughter who became his bride and an elementary school teacher. They were married in November 1988, the same year he earned his MBA from University of Manitoba, signed an advisor’s contract with North American Life and became a voluntary member of Advocis - The Financial Advisor’s Association of Canada.
Tom is a Certified Financial Planner professional who loves helping people learn what they need to know to achieve and maintain peak financial health. As a Chartered Life Underwriter and a Chartered Financial Consultant, he has the expertise to help people integrate insurance and investment strategies to realize a comfortable and secure retirement. While of benefit to anybody who wants a trusted advisor to help them make better financial decisions, his approach is of particular interest to future oriented dreamers in transition, who want to understand and coordinate their life/health insurance, debt management and investments to feel more confident about their financial affairs.
With over three decades of entrepreneurial history and more than 12 years of management experience at one of the largest financial institutions in North America, Tom is well equipped to help business owners and pension plan members alike make better financial decisions. As part of a farming family Tom is also uniquely qualified to help farmers and their families deal with retirement and succession planning issues.
Tom is a past member of the Institute for Advanced Financial Education Board of Trustees where he Chaired the Standards Task Force and was an active member of the Education and Ethics Committees. He served as a Moderator for the Life Underwriters Association Training Course, on his local Chartered Life Underwriters Institute Executive Committee, on his local Life Insurance Managers Association Executive Committee and on various non-industry boards. Currently he is a Director on the Board of the Rosenort Credit Union.
When he is not working to serve his clients or his industry, he and Lisa enjoy: seasons tickets to Winnipeg Jets games; entertaining friends and family; performing with Legacy - The Bunkowsky Family Band; travelling to ski, scuba dive, and explore other cultures; and spending time at the Russell family cottage on Lake of the Woods, Ontario.
He looks forward to learning more about you.