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 on varsity soccer, figure skating and cross country teams. 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 50 largest accounting firms in the US.
In 2016 Haley earned the Chartered Investment Manager designation and became registered as an Associate Portfolio Manager with various securities commissions.
In her spare time, Haley enjoys running, snowboarding, cross country skiing, travelling, going up to the cottage and adventuring in the great outdoors.
Phone: 905-891-6052 x14