Tom Mcsorley, Cfa
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Tom Mcsorley, Cfa Email & Phone Number

Financial Advisor at Manulife Wealth
Location: Waterloo, Ontario, Canada 6 work roles 2 schools
1 work email found @ci.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@ci.com
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Current company
Manulife Wealth
Role
Financial Advisor
Location
Waterloo, Ontario, Canada
Company size
1411 employees

Who is Tom Mcsorley, Cfa? Overview

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Quick answer

Tom Mcsorley, Cfa is listed as Financial Advisor at Manulife Wealth, a company with 1411 employees, based in Waterloo, Ontario, Canada. AeroLeads shows a work email signal at ci.com and a matched LinkedIn profile for Tom Mcsorley, Cfa.

Tom Mcsorley, Cfa previously worked as Investment and Insurance Advisor at Manulife Securities and Vice President Of Sales at Sun Life Global Investments. Tom Mcsorley, Cfa holds Bachelor Of Business Administration (Bba), Banking, Corporate, Finance, And Securities Law from Wilfrid Laurier University.

Company email context

Email format at Manulife Wealth

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*@ci.com
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AeroLeads found 1 current-domain work email signal for Tom Mcsorley, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Tom Mcsorley, Cfa

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.Specialize in making complicated plans easy to understand and easy to accomplish for individuals, families and business'

Listed skills include Customer Service, Teamwork, Financial Analysis, Microsoft Office, and 19 others.

Current workplace

Tom Mcsorley, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Manulife Wealth
Manulife Wealth
Financial Advisor
Waterloo, ON, CA
Website
manulifesecurities.ca
Employees
1411
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Company profile
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6 roles

Tom Mcsorley, Cfa work experience

A career timeline built from the work history available for this profile.

Investment And Insurance Advisor

Current
Manulife Securities

Kitchener-Waterloo And GTA

Providing individual clients, families or small business - Full comprehensive financial planning - Investment planning and asset allocation advice - Insurance solutions for either personal, business or tax purposes- General tax solutions - Estate planning

Oct 2017 - Present

Vice President Of Sales

Sun Life Global Investments

Toronto, Canada Area

-Internal/External covering Downtown Toronto and GTA West Territory-Present and support the sales of Mutual Funds, Segregated Funds, Alternative Investments and Payout annuities. -Cover various firms in both the IIROC channel and MFDA channel-Annual target for combined product sales of 140 million

Oct 2015 - Oct 2017

Managed Solutions Analyst

Ci Investments Inc. – Canada’S Investment Company

Toronto, Canada Area

  • Deal exclusively with CI’s high net worth products, alternative investments and complex transactions.
  • Excel skills required for analytical tasks such as compensation calculation and account rebuilds.
Jan 2015 - Oct 2015

Financial Service Advisor

Cibc

Mississauga/Oakville

  • Structured retirement plans for clients involving RRSP-RIF, LIF’s, TFSA’s, T Class products if warranted.
  • Advised business’ on cash management and provided investment and credit solutions for corporate clients.
Mar 2013 - Apr 2014
Team & coworkers

Colleagues at Manulife Wealth

Other employees you can reach at manulifesecurities.ca. View company contacts for 1411 employees →

RB Richard Baker Richard Baker Colleague at Manulife Wealth Burlington, Ontario, Canada, Canada View → KN Khasim Nebba-Din Khasim Nebba-Din Colleague at Manulife Wealth Laval, Quebec, Canada, Canada View → JB Jennifer Benakoun Jennifer Benakoun Colleague at Manulife Wealth Montreal, Quebec, Canada, Canada View → JC Jeffrey Cardinal, Pl. Fin. Jeffrey Cardinal, Pl. Fin. Colleague at Manulife Wealth Canada, Canada View → CS Christine Szalai Christine Szalai Colleague at Manulife Wealth Canada, Canada View → LZ Lia Zitoli Lia Zitoli Colleague at Manulife Wealth Toronto, Ontario, Canada, Canada View → KP Klodis Pashko Klodis Pashko Colleague at Manulife Wealth Whitby, Ontario, Canada, Canada View → YH Yacine Hadj-Sahraoui Yacine Hadj-Sahraoui Colleague at Manulife Wealth Greater Quebec City Metropolitan Area, Canada View → AL Ashley Labelle Ashley Labelle Colleague at Manulife Wealth Ontario, Canada, Canada View → DP Dana Prince Dana Prince Colleague at Manulife Wealth West Hants, Nova Scotia, Canada, Canada View →
2 education records

Tom Mcsorley, Cfa education

Education record

Chartered Financial Analyst
FAQ

Frequently asked questions about Tom Mcsorley, Cfa

Quick answers generated from the profile data available on this page.

What company does Tom Mcsorley, Cfa work for?

Tom Mcsorley, Cfa works for Manulife Wealth.

What is Tom Mcsorley, Cfa's role at Manulife Wealth?

Tom Mcsorley, Cfa is listed as Financial Advisor at Manulife Wealth.

What is Tom Mcsorley, Cfa's email address?

AeroLeads has found 1 work email signal at @ci.com for Tom Mcsorley, Cfa at Manulife Wealth.

Where is Tom Mcsorley, Cfa based?

Tom Mcsorley, Cfa is based in Waterloo, Ontario, Canada while working with Manulife Wealth.

What companies has Tom Mcsorley, Cfa worked for?

Tom Mcsorley, Cfa has worked for Manulife Wealth, Manulife Securities, Sun Life Global Investments, Ci Investments Inc. – Canada’S Investment Company, and Cibc.

Who are Tom Mcsorley, Cfa's colleagues at Manulife Wealth?

Tom Mcsorley, Cfa's colleagues at Manulife Wealth include Richard Baker, Khasim Nebba-Din, Jennifer Benakoun, Jeffrey Cardinal, Pl. Fin., and Christine Szalai.

How can I contact Tom Mcsorley, Cfa?

You can use AeroLeads to view verified contact signals for Tom Mcsorley, Cfa at Manulife Wealth, including work email, phone, and LinkedIn data when available.

What schools did Tom Mcsorley, Cfa attend?

Tom Mcsorley, Cfa holds Bachelor Of Business Administration (Bba), Banking, Corporate, Finance, And Securities Law from Wilfrid Laurier University.

What skills is Tom Mcsorley, Cfa known for?

Tom Mcsorley, Cfa is listed with skills including Customer Service, Teamwork, Financial Analysis, Microsoft Office, Time Management, Financial Modeling, Corporate Finance, and Microsoft Excel.

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