Smart Financial Strategies for Individuals & Businesses
Insurance, Investments, & Tailored Tax Planning to Secure Your Future
At Tommensense Financial, we help professionals and business owners make informed financial decisions. Whether it’s strategic tax planning, reliable insurance solutions, or long-term investments, we provide expert guidance to grow and protect your wealth.
Corporate Tax Planning
Our team helps you design tax‐efficient strategies for corporations of all sizes, ensuring you keep more of your hard‐earned revenue. Let us help streamline your corporate structures, deductions, and compliance needs.
Insurance
From group benefit plans for your employees to personal life and health coverage, we match you with reliable policies from top providers. Safeguard your most valuable assets and loved ones with solutions tailored to your needs.
Investments
Our investment approach focuses on long‐term growth and risk management. We guide you in selecting portfolios, retirement plans, and wealth‐building strategies aligned with your unique goals.
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Our Process
1
Initial Consultation
Book a call or meeting so we can understand your financial goals, needs, and concerns.
2
Strategy & Planning
We create a customized roadmap—covering tax, insurance, and investment strategies—to help you move forward with confidence.
3
Implementation
Our team handles the setup of your plans, policies, and accounts, ensuring everything runs smoothly from day one.
4
Ongoing Support
Finance is never a “set it and forget it” process. We stay in touch to review and adjust your plan as life and market conditions change.
Who We Serve
We work with both individuals and business owners
Individuals & Families:
Get expert guidance on personal insurance options, retirement savings, and wealth‐building strategies.
Small & Mid‐Sized Businesses:
We help owners and entrepreneurs implement group benefit plans, optimize corporate tax structures, and manage investments for sustained growth.
Find Answer to Some of Your Questions.
What types of insurance do you offer?
We offer life, health, critical illness, disability, and group benefit plans. We also have access to specialized coverage through multiple insurance providers.
Which insurance companies do you work with?
We partner with leading insurance carriers across Canada, ensuring you have a range of policy options that meet your coverage needs and budget.
Are you licensed in multiple provinces?
Yes, we primarily serve clients across Alberta but can discuss coverage and licensing in other provinces as required.
What is your investment philosophy?
We believe in personalized, long‐term strategies that balance growth with risk tolerance. We tailor each portfolio to suit your short‐ and long‐term goals.
How do your fees work?
Our fee structure varies based on services provided. We’ll discuss all costs upfront so there are no surprises.
Client Reviews
We have had the pleasure of working with Tom Plocica at Tommensense Financial for over seven years, and during this time, we have seen him grow both professionally and personally. Tom is a highly motivated individual who is truly passionate about what he does.
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As a broker specializing in life insurance, RRSP investments, and tax-free accounts, Tom consistently demonstrates a strong commitment to his clients' best interests. His proactive approach, attention to detail, and efficiency in getting things done make him a trusted advisor in financial planning.
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We highly recommend Tom for anyone looking for knowledgeable and reliable financial guidance
— Oksana
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Tom’s dedication to his clients goes beyond just providing financial services—he takes the time to ensure that each decision aligns with long-term goals and financial well-being. His expertise and responsiveness make working with him a seamless and positive experience.
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We have had the pleasure of working with Tom Plocica at Tommensense Financial for over seven years, and during this time, we have seen him grow both professionally and personally. Tom is a highly motivated individual who is truly passionate about what he does.
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As a broker specializing in life insurance, RRSP investments, and tax-free accounts, Tom consistently demonstrates a strong commitment to his clients' best interests. His proactive approach, attention to detail, and efficiency in getting things done make him a trusted advisor in financial planning.
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Get In Touch
Ready to take your finances to the next level? Fill out the form below or use one of our other ways to connect. We’ll send you an auto‐reply with a link to schedule a free consultation at your convenience.
Contact Us
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Other Ways to Connect
- Phone: 780-618-6329
- Email: tom.plocica@ts-financial.ca
- Location: Peace River, AB
- Serving Clients across all of Alberta
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