Tom C. House, CFP (Honourary Ambassador)
CIBC Wood Gundy
255 Queens Ave., Suite 2200
London, ON N6A 5R8
(519) 660-3716
1-800-265-5982
tom.house@cibc.ca
: How long have you been an advisor in this area?
A: I have been an advisor in London and area for 14 years. I earned my Certified Financial Planner's (CFP) designation in 1998.
Q: Do you have experience advising clients who have arranged planned gifts? For how many years?
A: I have been involved with advising my clients on many aspects of gift planning for the past 5 years. The majority of my work has been helping clients with their wishes, and providing them with the options necessary to effectively achieve those wishes.
Q: Have you made arrangements for a personal planned gift?
A: Yes, I have made my wishes known.
Q: What is your personal philosophy of philanthropy, and gift planning, specifically?
A: My personal philosophy concerning philanthropy and gift planning can be summed up with a favourite quote of mine - "The greatest use of life is to spend it on something that will outlast it." William James
Q: Are you a member of the Canadian Association of Gift Planners– locally and/or nationally? If so, for how long?
A: Yes, I am a member of the CAGP - both locally and nationally - and have been for the past 3 years.