Thomas is no stranger to hard work and dedication. A Business and Economics graduate of the University of New Brunswick, Thomas also spent some time as Captain of the Ottawa 67's. With the combination of his work ethic and education, Thomas has been an excellent addition to the O'Farrell Financial Services team.
Thomas joined O’Farrell Financial in 2016 and spent nearly a year working in our Processing Department, ensuring all insurance and investment new business was taken care of quickly and with accuracy.
Thomas then began working alongside Daren Givoque as an Advisor Associate. He assisted in managing Daren’s schedule, answering client inquiries, and preparing for client meetings in an organized manner in Daren’s quick-paced office.
In 2019, Thomas worked alongside the Business & Estate Team, as our firm’s Paraplanner. He analyzed corporate financial statements and reviewed client tax returns, investment, and insurance statements. Thomas took part in all client meetings for the Business & Estate Team as he worked towards his goal of becoming a Financial Advisor.
Thomas transitioned into his new role as a Financial Advisor in 2020. His drive, strong work ethic and professional demeanor serves him well as he continues to grow in his role while helping clients to achieve their financial goals.
Away from the office, Thomas likes to spend time at his cottage and playing hockey or tennis.