Tom Stachiw, Cim
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Tom Stachiw, Cim Email & Phone Number

Wealth Advisor, Advising Representative at Connor, Clark & Lunn Private Capital at Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Location: Calgary, Alberta, Canada 7 work roles 3 schools
1 work email found @uwec.edu 2 phones found area 403 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email s****@uwec.edu
Direct phone (403) ***-****
LinkedIn Profile matched
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Current company
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Role
Wealth Advisor, Advising Representative at Connor, Clark & Lunn Private Capital
Location
Calgary, Alberta, Canada
Company size
100 employees

Who is Tom Stachiw, Cim? Overview

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Quick answer

Tom Stachiw, Cim is listed as Wealth Advisor, Advising Representative at Connor, Clark & Lunn Private Capital at Connor, Clark & Lunn Private Capital Ltd. (CC&L), a company with 100 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at uwec.edu, phone signal with area code 403, and a matched LinkedIn profile for Tom Stachiw, Cim.

Tom Stachiw, Cim previously worked as Wealth Advisor, Advising Representative at Connor, Clark & Lunn Private Capital Ltd. (Cc&L) and Portfolio Manager at Matco Financial Inc.. Tom Stachiw, Cim holds Bachelor Of Business Administration (B.B.A.), Finance from University Of Wisconsin-Eau Claire.

Company email context

Email format at Connor, Clark & Lunn Private Capital Ltd. (CC&L)

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*@uwec.edu
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Profile bio

About Tom Stachiw, Cim

By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I have a decade of experience in the financial industry, with prior roles at Matco Financial Inc. and CWB Wealth Partners as a portfolio manager. I have developed a strong passion for stewarding client wealth and developing trusted relationships, with a focus on providing personalized client service to individuals, families, and small institutions. I am passionate about educating all my clients, including the next generation. I hold the Chartered Investment Management (CIM) designation and have a B.A.A. Finance from the University of Wisconsin University – Eau Claire.I volunteer on the foundation board of my alma mater, Edge School in Calgary. My other interests include hockey, golf and spending time with my family. I played hockey through NCAA in Wisconsin, winning the national championship in 2013.

Listed skills include Marketing, Investments, Management, Time Management, and 16 others.

Current workplace

Tom Stachiw, Cim's current company

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Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Connor, Clark & Lunn Private Capital Ltd. (Cc&L)
Wealth Advisor, Advising Representative at Connor, Clark & Lunn Private Capital
vancouver, british columbia, canada
Website
cclprivatecapital.com
Employees
100
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Company profile
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7 roles

Tom Stachiw, Cim work experience

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

Wealth Advisor, Advising Representative

Current
Connor, Clark & Lunn Private Capital Ltd. (Cc&L)

Calgary, Alberta, Canada

By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I adhere to the key principles of listening and responding, placing.

Jan 2023 - Present

Client Portfolio Manager

Cwb Mclean & Partners Wealth Management Ltd
  • Discretionary portfolio manager licensed.
  • Managed a client base of high net worth clients and small institutions with over $130,000,000 of assets under management.
  • Focused on building successful portfolios to reach financial goals and building sound relationships with all ages.
  • Proven sales skills in building and attracting new business, while successfully managing an existing client base.
  • 2018 IIAC top under 40 recipient.Connect: Email: tstachiw@mcleanpartners.comPhone: 403.234.6108Website: http://www.mcleanpartners.com/
Oct 2018 - Nov 2019

Associate Investment Advisor

Richardson Gmp

Calgary, Canada Area

  • Successful performance within the entire wealth management spectrum from front-end sales to back-end portfolio management.
  • Responsible for managing and monitoring high net worth portfolio of $255 million AUM; generated consistently strong performance.
  • Acquired new assets with robust pipeline of prospective clients.
  • Developed and implemented a marketing plan targeting my peer group of young professionals, the changing landscape of baby boomer retirement, as well as capturing the eventual succession of trillions of dollars of.
  • Established excellent client rapport while building a network of Portfolio Managers, Wholesalers and Investment Advisors for due diligence.
  • Designed and implemented custom client performance based reporting and developed risk mitigated portfolios.
Aug 2015 - Jul 2017

Associate, Portfolio Analytics

Richardson Gmp

Calgary, Canada Area

Jul 2013 - Aug 2015

Finance Student Intern

Richardson Gmp Limited
  • Constructed proprietary investment models to manage Exchange Traded Funds (ETF’s) and provided technical trading analysis.
  • Provided research and analysis to manage risk in a turbulent market.
  • Communicated with high net worth clients on a weekly basis.
  • Designed Excel spreadsheet financial models, client correspondence/tracking, human resources and financial planning.
  • Developed a wide range understanding of risk management, portfolio management and creating wealth for individuals.
  • Participated in a wide range of projects from front office to inclusion in portfolio management.
May 2011 - Sep 2011
Team & coworkers

Colleagues at Connor, Clark & Lunn Private Capital Ltd. (CC&L)

Other employees you can reach at cclprivatecapital.com. View company contacts for 100 employees →

MT Mackenzie Thomson Mackenzie Thomson Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Greater Vancouver Metropolitan Area, Canada View → CV Carly Vancha Carly Vancha Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Regina, Saskatchewan, Canada, Canada View → BF Benjamin Findlay, Cim Benjamin Findlay, Cim Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Regina, Saskatchewan, Canada, Canada View → GK Gary Koo Gary Koo Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Greater Toronto Area, Canada, Canada View → MH Mery Hu Zhao Mery Hu Zhao Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada View → GL Geraldine L. Geraldine L. Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Greater Toronto Area, Canada, Canada View → SM Salma Mamlouk Salma Mamlouk Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Toronto, Ontario, Canada, Canada View → CM Chase Moreira Chase Moreira Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Edmonton, Alberta, Canada, Canada View → RD Ramy Dimitry Ramy Dimitry Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Canada, Canada View → CG Carmen Giblett Carmen Giblett Colleague at Connor, Clark & Lunn Private Capital Ltd. (Cc&L)Regina, Saskatchewan, Canada, Canada View →
3 education records

Tom Stachiw, Cim education

Bachelor Of Business Administration (B.B.A.), Finance

University Of Wisconsin-Eau Claire

Activities and Societies: UWEC Div III Hockey TeamStudied business focusing on Finance.

General Studies

Mount Royal College

Attended Mount Royal College as a part time student while playing Junior A hockey in Calgary.

Education record

Edge School
FAQ

Frequently asked questions about Tom Stachiw, Cim

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

What company does Tom Stachiw, Cim work for?

Tom Stachiw, Cim works for Connor, Clark & Lunn Private Capital Ltd. (CC&L).

What is Tom Stachiw, Cim's role at Connor, Clark & Lunn Private Capital Ltd. (CC&L)?

Tom Stachiw, Cim is listed as Wealth Advisor, Advising Representative at Connor, Clark & Lunn Private Capital at Connor, Clark & Lunn Private Capital Ltd. (CC&L).

What is Tom Stachiw, Cim's email address?

AeroLeads has found 1 work email signal at @uwec.edu for Tom Stachiw, Cim at Connor, Clark & Lunn Private Capital Ltd. (CC&L).

What is Tom Stachiw, Cim's phone number?

AeroLeads has found 2 phone signal(s) with area code 403 for Tom Stachiw, Cim at Connor, Clark & Lunn Private Capital Ltd. (CC&L).

Where is Tom Stachiw, Cim based?

Tom Stachiw, Cim is based in Calgary, Alberta, Canada while working with Connor, Clark & Lunn Private Capital Ltd. (CC&L).

What companies has Tom Stachiw, Cim worked for?

Tom Stachiw, Cim has worked for Connor, Clark & Lunn Private Capital Ltd. (Cc&L), Matco Financial Inc., Cwb Mclean & Partners Wealth Management Ltd, Mclean & Partners Wealth Management Ltd, and Richardson Gmp.

Who are Tom Stachiw, Cim's colleagues at Connor, Clark & Lunn Private Capital Ltd. (CC&L)?

Tom Stachiw, Cim's colleagues at Connor, Clark & Lunn Private Capital Ltd. (CC&L) include Mackenzie Thomson, Carly Vancha, Benjamin Findlay, Cim, Gary Koo, and Mery Hu Zhao.

How can I contact Tom Stachiw, Cim?

You can use AeroLeads to view verified contact signals for Tom Stachiw, Cim at Connor, Clark & Lunn Private Capital Ltd. (CC&L), including work email, phone, and LinkedIn data when available.

What schools did Tom Stachiw, Cim attend?

Tom Stachiw, Cim holds Bachelor Of Business Administration (B.B.A.), Finance from University Of Wisconsin-Eau Claire.

What skills is Tom Stachiw, Cim known for?

Tom Stachiw, Cim is listed with skills including Marketing, Investments, Management, Time Management, Research, Financial Analysis, Teamwork, and Mutual Funds.

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