Our goal at Tom Cox & Group is to deliver tailored wealth management solutions to professionals, entrepreneurs and families across North America. We distinguish ourselves by providing a fresh perspective to sophisticated investors looking for an out-of-the-box, non-traditional approach to investing. Considering the uniqueness of each client's financial situation is paramount to our success. Each client's plan is thoughtfully and personally developed, and our strategies are driven by an in-depth knowledge of the economic climate.
We believe in the importance of a comprehensive financial plan that gives our clients confidence in achieving their short-term and long-term financial goals. Aligning the clients customized and unique investment portfolio with their financial plan is imperative to our clients achieving these goals.
The Tom Cox Group specializes in exercising Employee Stock Options (ESOs) and Restricted Stock Units (RSUs) for employees of Canadian-exchange listed companies on a cashless basis.
As a dual Canadian/US citizen, Tom specializes in cross-border investment solutions. TCG serves as a single point of contact for Canadian clients relocating to the US, and vice versa. Tom's team has considerable experience in facilitating cross-border transactions, and specializes in facilitating transactions involving 904 and 144 Legend Removals, and IRAs.
Tom Cox & Group