“We have always been impressed with the warmth, attentiveness and promptness of Thomson Financial Partners. With our parents living in Ottawa and some of us and our children residing in Sudbury and Toronto, they literally go out of their way to answer our queries and to meet with us regularly.
We are confident our needs are met in the very best way possible, whether it pertains to estate planning, long and short-term investments and insurance requirements.”
The Vincent Family – Ontario
We really feel that Thomson Financial Partners is looking out for our best interests. In 2009 when I switched my money to your trust (to create joint accounts with Katherine’s) I had a relatively low opinion of financial advisors. My experience had been that they were working for themselves. We have shared your names with several people in a positive way. We don’t know if you will ever get any clients from it, but we are not shy in sharing our positive opinion of your work ethic and your efforts on our behalf. Thanks to your entire team!
Neil & Katherine – North Bay, ON , July 21, 2014
We started dealing with Thomson Financial Partners fourteen years ago, and 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! Working with Ted, we found his optimism, self confidence, and experience to be the reasons we suggested Thomson Financial Partners to oversee the personal financial planning for our two daughters, their families, and our five grandchildren.”
Three Generations – Ontario
Prior to becoming a client of Thomson Financial Partners I had a negative experience with a financial advisor, leaving me feeling cautious and skeptical. Thomson Financial Partners consistently provides trustworthy, competent advice which makes me feel very confident and safe in their hands. I have enjoyed their conscientious and amiable customer service, and have benefited from their superior knowledge of the market for over 20 years.
Jeannine S. – Ottawa, ON, October 09, 2013
“As business owners we have extra needs outside of our personal planning. Thomson Financial Partners has put us in contact with the right professionals in cases where the opinion of a lawyer or accountant was needed for us to reach an informed decision.”
Brent & Jennifer – North Bay, ON
I opened my first RRSP with Ted in 1978 when I was a millwright working in the Nanisivik Mines in The North West Territories. Ted would make the long trek up twice a year to meet with all of us. Now, living and retired in Alberta with my wife 35 years later, the service continues to be exceptional and I attribute my financial success to the sound advice we’ve continued to receive from Thomson Financial Partners. We have been through the ups and downs that come with investing over the years and staying the course has certainly paid off as we are now living from income generated from our investments. We recommend Thomson Financial Partners whole-heartedly.
Joe & Albina – clients since 1978 – Stony Plain, Alberta
“Some years earlier as part of a business venture, we were coaxed away from Thomson Financial Partners and soon became disillusioned with the new advice, service and the security of our investments. We were welcomed back to the friendly, efficient and professional atmosphere where we are again treated as their number one priority.”
Vera & Oliver – North Bay, ON
“The past five years have been unique in the investment market with many investors experiencing considerable losses. The investment portfolio we developed with Thomson Financial Partners has allowed us to maintain our capital and indeed provide a positive return during these trying times. We would not hesitate to recommend Thomson Financial Partners to others.”
Mary Ann and Fred – Dundas, ON