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

Will Higher Inflation Lead to Higher Returns?

Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, CAIA, Vice-President and Portfolio Manager CI GAM | Multi-Asset Management A.. Read More →

Energy Gridlock: The Sign of Economic Slowdown?

October 2021 Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer Marchello Holditch, CFA, CAIA, Vice-President and Portfolio Manager CI GAM | Multi-Asset.. Read More →

Leave a Note

    - December 2, 2021

    Wondering if you should #invest more when #markets boom, or wait until prices fall to a discount? Turns out one of the best #investmentstrategies could be the one you have right now.
    h J R

    - November 30, 2021

    What impact has the #COVID-19 #pandemic had on your piggybank? For our final #FinancialLiteracyMonth tip, we're looking at how to manage when your financial situation changes.
    h J R

    - November 30, 2021

    This past Saturday we proudly hosted a Holiday Hike for Hunger in support of the North Bay Food Bank at the Laurier Woods Conservation Area. It was a little cold, but spirits were high and bellies were full of treats from Twiggs. Thank you to everyone for their generosity!
    h J R

    - November 23, 2021

    Are your favourite products and services getting more expensive? See what the current rise in #inflation means for your #investments with Alfred Lam and Marchello Holditch.
    h J R