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

Crucial Rate Condition Pave Ways to Fight Inflation – Portfolio Construction October 2022

Alfred Lam, CFA CI G , Senior Vice lobal Asset Management President and Chief Investment Officer The Bank of Canada and the US.. Read More →

Let’s Get Ready to Rumble – EdgePoint Q3 Commentary (Fixed Income)

by: Frank Mullen Mike Tyson is famous for saying that “everybody has a plan until they get punched in the mouth.” It’s debatable.. Read More →

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    - November 25, 2022

    Planning to retire soon? Learn more about the #wealthplanning measures you need to take for a comfortable retirement. https://t.co/BsUQ1CgmQy
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    - November 8, 2022

    Planning to pass down your family property to your children? Make sure you know where everyone stands to prevent family conflict and help with your tax and #estateplanning. https://t.co/OH53cjRm3A
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    - November 4, 2022

    Why haven't aggressive #ratehikes helped to cool inflation? While some volatility lies ahead, learn about three crucial rate conditions that should help fight #inflation in the coming months. https://t.co/ofFhf7BNtL
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    - November 4, 2022

    Why haven't aggressive #ratehikes helped to cool inflation? Ensure you understand that it's not enough to rely on rate hikes alone. Learn more about three crucial rate conditions that will incrementally but positively help fight #inflation in the coming mo https://t.co/0fDN0RZNos
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