Wealth Advisor & Portfolio Manager
“Every client has their own personal story and I am wholeheartedly committed to making sure that story is underpinned with the financial security necessary to ensure success for everyone’s life goals”.
Tim has worked as a Wealth Advisor for successful families in the greater Barrie community for over 24 years. He has been a partner with the Lorriman Sturgeon Wealth Management Group since 2016. Wealth Management Advisor is more than a job for Tim. It is a passion. “I enjoy working with families to develop a plan for their financial future and take pride in the fact that many of my clients have chosen to remain with me since day one”.
Tim learned early the lessons of investing, saving for the future and the value of personal relationships having grown up on a farm near Barrie. These are the principles that have guided him through his career and personal life. Over the years, Tim has become more focused on researching and monitoring investments/strategies to ensure long term successful financial futures for families and their generations to come.
He spends personal time on the family farm with his wife Tami and his two daughters Claire (14) and Charlotte (12).