Tom Canale

In a career spanning nearly 25 years, Tom has led clients to prioritize what really matters through full-picture financial planning.  With competency and compassion, he has established long-term relationships empowering clients to align their actions with their vision for life.  In 2018, he was named by Crain’s Chicago Business as one of “Chicago’s Notable Advisors.” The honor recognizes his industry experience and leadership of an established wealth management practice focused on professionals and entrepreneurs.

Tom’s expertise in special needs planning has allowed him to develop an understanding of the unique circumstances surrounding the financial needs and goals of families with a loved one with special needs.  He was among the innovators who developed Northwestern Mutual’s Special Steps program which guides families to maximize financial resources.  A thought leader and subject matter expert, he frequently speaks on planning for persons with disabilities and their families.

Qualifications

  • Certified Financial Planner™ professional (CFP®)
  • Chartered Special Needs Consultant (ChSNC®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriting (CLU®)
  • FINRA Series 6, 7, 9, 10, 63, 66
  • Life, Health and Long-Term Care Insurance Licenses
  • Marquette University, BA Business

Outside the Office

Tom is a native of Elmhurst, IL and enjoys spending time with his friends and family and cheering on the Chicago Bears.  Tailgate Tom has been known to attend every game since becoming a season ticket holder in 2001. He is married to Melanie, and they have two sons named Justin and Brendan

Thomas J. Canale, CFP®, ChSNC®, ChFC®, CLU®
Wealth Management Advisor


Canale Financial Group

 

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