Timothy Bourdon, AIF®

Tim Bourdon started in the financial services industry in 1991 with a large national investment firm. In 1993 he founded his own company, TJ B Financial Services Inc. to better meet the needs of his clients. As an independent financial planner he was able to offer a greater range of products and services to suit each client’s unique financial goals.

 Tim has taught retirement and investment planning courses at both small and Fortune 500 companies as well as local colleges.  In addition to holding series 7,63 and 65 securities registrations, he is also an Accredited Investment Fiduciary® and has been honored to receive CT Magazine’s Five-Star Wealth Manager award consecutively since 2011.

After 30 years Tim decided to give up the administrative responsibilities of running an office in order to focus exclusively on working with the families he serves.  A comprehensive financial planning firm search led to his decision to join Omnica Wealth in 2024. Omnica’s professionalism, knowledge and culture closely aligns with his own and he is looking forward to enjoying many more years of servicing his clients with everything that Omnica has to offer.

Tim was born, raised and currently lives in Windsor, CT. When he is not working, he enjoys spending time with his wife Deb and his daughter Hannah.  He also enjoys playing golf, hiking, skiing and scuba diving in the Caribbean. Tim loves to travel and has been fortunate to see many beautiful and historic places around the world.  He has a special love for Vermont and goes there several times a year to enjoy the peace and serenity of relaxing in a chair with a book or walking the trails while enjoying the view of the mountains.