Careers
When investigating career opportunities and plotting a career path, the best place to start is to record your goals and objectives. Once you have listed off your most important…
Leaving Home
Many people will eventually leave the home they grew up in and find a home of their own. However, everyone is different. Some people leave home when they are very young, others wait till..
Children
As parents, it’s our job to launch our kids successfully into adulthood, and few things could be more important than teaching them how to manage their money well. Doing so should be…
Power of Attorney
Why do you need a Power of Attorney? What if you were in a coma, or otherwise incapacitated such that you were unable to communicate? Or struck with a disease or other tragedy which…
Dealing with a Death
Besides the financial ramifications of a person’s death, dealing with all the administrative details and paperwork can be very stressful for the family members of the deceased. Each province has…
Retirement
For most Canadians, retirement is a major financial goal that requires considerable financial commitment. 49% of Canadians hope to retire before the age…
Disability
Approximately 1 in 8 Canadians live with disabilities, and many enjoy healthy independent lives. Often, people with disabilities or their families, friends and caregivers need reliable…
Self-Employment
Working for yourself has many great rewards. It also comes with huge challenges. Starting your own business is more than having a good idea or a willingness to work at least…
Divorce
For most people, a divorce causes severe emotional trauma. The process of separating lives and possessions often leaves a long-lasting impact that affects family relationships for…
Unemployment
Employment Insurance provides temporary financial assistance for unemployed Canadians while they look for work or upgrade their skills. Canadians who are sick, pregnant or…
Education
Every parent knows that time, love, care and support are the best investments they can make in a child. The Federal Government has created an excellent website ( CanLearn ) for…
Using Credit
Buying on credit is easy. It’s convenient. It is also expensive. Before you buy anything on credit, consider your purchase carefully. Ask yourself if you really need the item you are…
Eldercare
Eldercare is a journey. The first step is gathering information. Care giving for an aging parent, spouse, domestic partner or close friend presents tough challenges…
Wills
A will is a written document, properly signed, which: (1)specifies who is to administer the estate (the executor), (2) specifies what is to happen with the assets and liabilities of the…
Home Ownership
Buying a home is often viewed as the single most significant financial event in the life of a Canadian family. Because a mortgage is by far the largest personal debt of the…
HOW WE HELP
Without barely a moment’s thought, you would…
Do you ever feel like life is too automated? Maybe…
You have worked all your life and saved for…
After years of living the “rat race”, you are looking…
First you were putting on their diapers. Then you…
WHAT OUR CLIENT ARE SAYING…
“My wife and I have known Bill for over 10 years, working with him in various settings from investments to taxes to even charity planning. It is good to know that Bill has such a great reputation in the community and a heart for serving and helping others. He is sensitive to our particular needs and is a good teacher in helping us to understand a holistic picture of how to handle our finances. We wholeheartedly recommend Bill Thompson for your financial needs, you won’t regret it.”
“It has been an absolute pleasure to work with Bill regarding my short and long term goals. He really got to know me and tailored an overall solution that not only helped me save for retirement, but also to have plenty of cashflow for daily life. Following Bill’s advice has truly given me peace of mind.”
“The smartest move we have ever made financially was signing on with Bill Thompson. The value he provides is not limited to his extensive financial knowledge, but also the passion and the care he shows his clients. You could say that Bill lives and breathes “know your client”, getting to know his clients and tailoring strategies to help them get to where they want to go. It’s been 15 years and we can’t wait to work with Bill for the next 15.”
“Bill is our ‘go-to’ person when it comes to valuable financial advice. We started with very little in our savings, but after 3 years of listening to Bill and being prudent with our money, we have been able to build a tidy amount that just keeps on growing. Can’t say enough good things about him, meet with Bill right away!”
