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

How This Year’s Investment Themes are Playing Out in Real Time – Portfolio Construction April 2021

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

Things that make you go “hmm…” – 4th Quarter Commentary – Fixed Income

By Derek Skomorowski, investment analyst If you happened to blink, you might have missed it, but the market experienced a pretty steep drop.. Read More →

Leave a Note

    - May 13, 2021

    When saving for the future, a TFSA can help fund education, a vacation, your nest egg – almost anything. Did you also know a TFSA is equally versatile in retirement?
    h J R

    - May 7, 2021

    A must read whether you are just starting to invest, or have been investing for years.
    h J R

    - May 6, 2021

    Real estate pricing is something that all Canadians are watching very closely ... most of us with a sense of confusion as to how we are allowing one another to inflate the costs of ownership.
    h J R

    - April 27, 2021

    Great news for seniors over 75!
    h J R