
Thomas Mcwhirter,
BCom (Hons) Investment AssociateThomas holds an Honours degree in Commerce, specializing in finance, from the DeGroote School of Business at McMaster University. His passion for delivering exceptional client service and helping clients achieve their financial goals drives his work at Perreira Wealth Advisory.
As a Wealth Associate, Thomas is integral to the firm’s investment and trading processes. He contributes to developing investment models, conducts market research, and stays current on global economic trends. Additionally, he oversees the firm's operations, ensuring efficiency and continuously seeking innovative ways to enhance client service.
Licensed to trade in Canada and the U.S., Thomas has completed the Canadian Securities Course (CSC) and Series 65 and is insurance licensed through the Life License Qualification Program (LLQP). He is pursuing his Certified Financial Planner (CFP®) designation, demonstrating his commitment to professional growth and excellence in client care.
Outside work, Thomas stays connected with his alma mater as an assistant coach for McMaster University’s Varsity Baseball Team and an 18U travel baseball team. When not coaching, he enjoys playing golf, is an avid Toronto Maple Leafs fan, and loves a good chess game.