It all starts with you.

It all starts with you.

You are unique. Understanding you is the single most important part of our job. What are your concerns? What is important to you and your family? What does your future look like? How would you like us to help?

We’d like to get to know you. Starting with what you’d like to drink.
Place your order below, and let’s talk about you!

Your Outlook

You are looking for a team who appreciates you for who you are and what you want to accomplish.

You want someone to be there for you and your family for the long-term.

You may be a delegator, but you want to work hand-in-hand with someone when an important need arises. Perhaps it is your retirement, the sale of your business, or working out who gets the cottage after you’re gone.

You truly value people who will give you the honest truth, no matter what.

If given the choice between maximizing your RRSP or buying a new boat, You will first want to understand if it is possible to do both.

You have investable assets greater than $500,000 or have the earnings and desire to achieve that base in relatively short order.

You work best with people who share your philosophy.

Have we got that right so far? If so, we might be a good fit for you.

Your Values

Let’s share.

You choose to partner only with people you like. Us, too. That’s because we believe that our clients have the right to expect us to go that extra mile… and it is easy to do that for people that you like. So part of getting to know you is understanding your values. And finding out what you think of ours.

Your choice begins with understanding values. Because everything just clicks when values are aligned.

Do we have shared values?

What you are saying about us.

“Looking back at the rewards and returns we have realized we wish we had dealt with them for our first ten years of investing as well!”- Three Generations, Ontario
“We are now living from income generated from our investments. We recommend Thomson Financial Partners whole-heartedly.“- Joe & Albina (Clients since 1978)
We have always been impressed with the warmth, attentiveness and promptness of Thomson Financial Partners.- The Vincent Family, Ontario
View all testimonials

Tell us your story.

Let’s talk about you.

Keeping You Informed

September 2017 Portfolio Construction

The Good & Bad of currency fluctuations by Alfred Lam – Senior Vice President and Chief Investment Officer, Multi-Asset Management CI Financial As.. Read More →

The Unintended Consequences of Innovation

Posted September 7 2017 – Ben Carlson on A Wealth of Common Sense I often tell my wife it’s quite possible my three.. Read More →

Leave a Note

- August 22, 2017

Thomson Financial Partners- always happy to support the Tim Horton's-YMCA @ymcanorthbay Annual Golf Tournament! https://t.co/3Tt24agL8u
h J R

- August 18, 2017

Gifting your RRIF to your children https://t.co/7tQ2G8bbwB via @MoneySense
h J R

- August 10, 2017

Today’s billion-dollar mistake in Canadian fixed income /via @globeandmail https://t.co/ZJWLPqDC4E
h J R

- August 9, 2017

A 93% tax rate? Private corporation tax could make it possible https://t.co/dDYvLDunll via @nationalpost
h J R

- July 20, 2017

How to Save Money When You’re Young by @awealthofcs https://t.co/2Fw5UUQaX1
h J R