Thomas Irwin Email & Phone Number

In my 25 years of experience in financial services and wealth management, I have been the first point of contact for hundreds of clients, helping them understand and navigate through the many choices on their financial journey. I have worked in support and advisor roles, including 12 years as a financial planner at a bank helping clients achieve their financial goals. I now have a greater focus on investment management, financial planning and client experience in my Client Relationship Manager role at Genus Capital Management, where I work with individuals and families to provide a customized investment portfolio tailored to their unique circumstances, values and goals. We use innovative solutions including fossil free and impact investment options, in taking a client focused, risk managed approach to helping clients achieve financial security. We take a holistic approach with our clients and work with their other advisors to help facilitate their estate and tax planning needs, and support the achievement of their overall objectives and life goals.

Listed skills include Retirement Planning, Financial Planning, Investment Planning, Retirement Income Planning, and 8 others.