Thomas J. Canale, CFP®, ChFC®, ChSNC®, CLU® in

Thomas J. Canale, CFP®, ChFC®, ChSNC®, CLU®

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Instructor at Northwestern University School of Professional Studies
📍 Greater Chicago Area, United States

Thomas is a Managing Director at Northwestern Mutual and Partner at Summit & Sage with over 30 years of experience in financial planning. A Marquette University graduate, he is also a passionate instructor at Northwestern University, dedicated to developing the next generation of financial advisors.

He is a tireless advocate for special needs financial planning, a passion that grew from personal and professional experience. An award-winning humanitarian, he has served on the board of Envision Unlimited for over a decade, supporting individuals with disabilities, and also volunteers for causes related to childhood cancer.

He was honored as the 2024 Humanitarian of the Year for his compassionate advocacy and significant contributions to the special needs community.

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Current Role
Instructor
Location
Greater Chicago Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Thomas cares about

Special Needs Planning
A core passion and expertise; he holds the Chartered Special Needs Consultant® designation and was a key innovator in developing Northwestern Mutual's "Special Steps" program.
Developing Talent
As an instructor and Managing Director, he is driven to mentor and train the next generation of financial advisors, leading a team of over 50 professionals.
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Career

Work history

10-2013
Instructor
Northwestern University School of Professional Studies
1-2003
Managing Director - Northwestern Mutual - Chicago, Rosemont Team
Northwestern Mutual
1-2000 - 12-2002
Field Director - Northwestern Mutual - Chicago
Northwestern Mutual
9-1995
Financial Advisor
Northwestern Mutual
8-1995
Partner & Private Wealth Advisor
Summit & Sage (formerly Canale Financial Group)
In the press

Media appearances

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Education
1991 - 1995
Business
Marquette University
1988 - 1991
Education details unavailable
Fenwick High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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