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 Tom
McCullough, MBA, CIM, FCSI, Ch.P
President and CIO
Tom has more than twenty-five years experience in the wealth
management industry. He was a Managing Director and an Executive
Committee member at RBC Investments. As head of the Private Client
Research and Investment Group, he was responsible for investment
products, fee-based advisory and discretionary management, financial
planning, and insurance for the brokerage, trust, private banking and
investment counsel division. He also managed global marketing and
strategy for all business lines and was a member of the Investment
Strategy Committee and the Operating Committee.
Prior to this role, Tom was a Vice-President and Director at RBC
Dominion Securities, where he was Divisional Manager for the Central
Region of Canada. This followed his tenure as Head of Marketing and
Chair of the firm-wide Strategic Planning Committee.
After enjoying a twenty year career with RBC, Tom became President of
Langford Consulting Group Inc. Langford is an independent consulting
firm specializing in business strategy and execution in the investment
and financial sectors. Tom then co-founded Northwood Private Counsel,
one of Northwood Stephens’ predecessor firms, in February 2003.
Tom has an MBA from the Schulich School of Business and a Bachelor of
Commerce degree from the University of Toronto. Tom also holds the
Canadian Investment Manager (CIM) designation, the Chartered
Professional Strategic Wealth (Ch.P.) designation, is a Fellow of the
Canadian Securities Institute (FCSI), and the Certificate in Family
Business Advising from the Family Firm Institute (FFI).
He is Chair of Opportunity International Canada, part of a worldwide
charitable organization, which offers small business loans to the
entrepreneurial poor in the developing world (www.opportunityinternational.ca).
Tom also serves on the board of Touchstone Ministries, a charitable
organization that encourages business and political leaders to explore
the spiritual and ethical aspects of leadership. He is a member of the
Corporation of Yonge Street Mission, the Dean’s Advisory Board for
University of Toronto, and the Board of Directors of Burke and
Company, an independent pension and benefits consulting firm.
Tom is also a member of the
Family Firm Institute.
tmccullough@northwoodstephens.com |
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