Tom Wuertz - Home

Small town service with global resources

Welcome!
I aim to help my clients achieve their financial goals and dreams. This is accomplished through a process which seeks first to understand the client’s needs and is followed by analyzing their current situation. I then advise each client on an appropriate investment strategy and stay close to them so that as their life circumstances change, I will make sure their wealth plan evolves appropriately.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this potentially untapped source of opportunity.

<p>RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.</p>

Global Insight Monthly

High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

We see things differently

On the green successful golfers take unique approaches to each shot. When it comes to your financial future, I take a unique method to envisioning your customized approach. You'll receive dependable guidance to help you achieve your wealth goals. Contact me today to learn more.

Sorry we couldn't submit this form at this time. Please try again later.

Let's start the conversation

Thank you!
Thank you for providing the requested information.

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

First name is a required field.