Haley Thomas joined the Wealth Stewards team in 2014 and provides comprehensive wealth management services to young professionals and business owners, typically in conjunction with their other “trusted advisors.”
Haley completed her undergraduate Honours degree in Communications at Wilfrid Laurier University where she actively participated in soccer, figure skating and cross country. As captain of her figure skating team for two years, she developed and honed her skills in teamwork and leadership.
Haley began her career with Marret Asset Management Inc., one of Canada’s largest fixed income managers, where she gained valuable industry experience working in operations. She subsequently joined a large North American company where she gained valuable B2B sales experience and was the top salesperson when she left the company in 2013. Prior to joining Wealth Stewards, she had the opportunity to intern with Hewins Financial in San Mateo, California, which provides integrated wealth management services to clients by partnering with one of the largest accounting firms in the US.
In 2016 Haley earned the Chartered Investment Manager designation and CFP Level 1, in 2017 she plans to complete the requirements for the CFP designation. In her spare time, Haley enjoys running, snowboarding, cross country skiing, travelling, going up to the cottage and adventuring in the great outdoors.
Haley develops meaningful, long term client relationships with her personable and professional demeanor; combined with her expertise, guidance and Wealth Stewards broad range of services, her clients are on the long term path to reaching their unique financial goals.
Phone: 905-891-6052 x14