Proudly Supporting Canadian Households
We scrutinize your expenses seeking red flags before they become bigger problems. We give you and your support team added confidence.
We strive to answer the phone within 3 rings. No frustrating wait times, no impersonal voicemail, just real people.
Our reporting is the loop back to your trusted advisory team by helping turn their plans into reality for you.
We help you stay on top of your household finances while ensuring you are in control. We prepare bills when authorized, review transactions, and monitor expenses.
Canadian law prohibits our offering investment advice or financial planning.
With the exception of routine administrative tasks, such as bill payments, we do not act independently. Our role is to support, not to direct.
Private Financial Companions is not a law firm and does not provide legal advice or legal representation.
If you value a rich background of community building, business expertise, and trust, you would enjoy working with Tom.
Tom is a founder of the University of Northern British Columbia in Prince George, BC. He was appointed by Order in Council as Chair of the UNBC Foundation and a member of the IGC—the combined, founding board of governors and Senate.
He was recognized as the Community Living Employer of the Year in 1989 for his commitment to hiring individuals with developmental disabilities, some of whom are still actively employed. Tom later transitioned to investment management as a Financial Advisor at Scotia McLeod.
Tom’s combination of financial expertise, community-focused initiatives, and passion for helping others has inspired him to bring a unique and much-needed service to those who need it most. When selecting your Companion, be sure to consider Tom.
I know that managing financial responsibilities can sometimes feel stressful, confusing, or simply overwhelming. Bills, paperwork, accounts, decisions, and details can pile up quickly, and it is not always easy to know where to begin.
As a Financial Companion, my role is to provide calm, practical, judgment-free support. I help people feel more organized, more informed, and more confident as they work through the financial responsibilities in their lives.
I believe good support begins with listening. Every person’s situation is different, and I take the time to understand what matters, what feels difficult, and what kind of help would be most useful. My goal is to make financial information clearer, reduce stress, and help people feel more in control.
I bring compassion, patience, attention to detail, and a steady presence to this work. Whether someone needs help organizing records, understanding responsibilities, or simply having someone walk alongside them, I want them to feel supported and at ease.
When a client or loved one could benefit from structured support in
managing household finances, we’re here to help.
It all starts with a conversation.