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

CPP Child Rearing Provision

The Child Rearing Provision may help you qualify for or receive a higher Canada Pension Plan benefit amount. Please read the CPP Child.. Read More →

Well-Advised Assante Newsletter – Fall 2021

After a long period of COVID-19 shutdowns and travel restrictions, we’re finally seeing borders opening to travellers. That’s great news for everyone, but.. Read More →

Leave a Note

    - October 19, 2021

    Easy read on risk management.
    h J R

    - October 15, 2021

    This is an important article to read. While equity markets are still likely your best long term performing asset class, return expectations will have to be adjusted lower. Said differently, investors planning for their future will need to save more.
    h J R

    - October 12, 2021

    Don't forget to consider your digital assets when incorporating your Estate Plan
    h J R

    - October 7, 2021

    Plenty of election campaign issues are to be addressed in the very near future ... let's hope common sense enters into the picture and a long term outlook is the focus.
    h J R

    - October 5, 2021

    If you are one of the many that have accumulated a reasonable amount of savings and are still sitting on the sidelines ... it's time to look at some better alternatives.
    h J R