Tom Porteous - BPS Wealth Management

Tom Porteous is the founder of BPS Wealth Management and brings over 38 years of experience managing investments for successful families and foundations. He is a nationally acclaimed, award-winning advisor.
The BPS team manages approximately 300 households representing $1.2 billion in assets. Our equity portfolios are conservatively managed yet consistently rank among the top 5% of all money managers in Canada. We prioritize tax-efficient outcomes and maintain a top-tier level of service by intentionally limiting the number of clients we serve.
In addition, we have access to private credit facilities that offer superior return potential compared to traditional fixed-income instruments.
We take a financial projection and planning first approach to ensure we meet our clients’ goals for today and for the generations to come.