CIM®
Senior Wealth Advisor & Senior Portfolio Manager
“Do what you love, and you’ll never work a day in your life.”
Tom started his career in wealth management after studying finance and economics at Western University. It was obvious from the onset that Tom had a passion and natural acumen that would allow him to thrive. His progress was swift but calculated, he secured his discretionary portfolio manager license as soon as possible to ensure he could build a practice to the highest standards. Aside from Tom’s passionate pursuit of doing what is best for his clients, he is a loving husband, dedicated father of two, and an avid skier. He also loves to indulge in great food, wine and music.
Associate Wealth Advisor
“The strength of the team is each individual member. The strength of each member is the team.” This quote resonates with Victor, who considers himself fortunate to collaborate with Tom, Galit, and a remarkable group of like-minded clients.
Victor is a CFA® Charterholder and holds the Chartered Investment Management (CIM®) designation. With a keen attention to detail, he excels in research, analysis, portfolio construction, and comprehensive wealth planning. This meticulous approach ensures that clients receive tailored solutions that meet their unique needs. Dedicated to the highest standards of client service, Victor is unwavering in his commitment to delivering exceptional results. He resides in Toronto with his wife and two children, and in his free time, he enjoys golfing and cheering on his sons at soccer matches.
Investment Associate
“Real success is finding your lifework in the work that you love.”
With over a decade of experience in the financial services industry, Galit serves as a dedicated Client Service Associate on the Constellation Wealth Management team. Working to meet and exceed day to day life-cycle client needs and inquiries, while providing top level administrative support to the portfolio management team, are some of her priorities. Galit is committed to fostering strong client relationships, ensuring that every interaction is professional, personalized, thoughtful, and seamless – and always with a smile!
When not assisting clients, Galit loves to spend time with her husband and twins travelling to new and exciting destinations. She is also an avid runner and enjoys reading (preferably by the beach).
