A financial plan is more than just an investment strategy. Sound planning principles involve the big picture: analyzing estate taxes, income taxes, education funds, and…
Tax Planning
Tax planning is not just something that takes place in April. Every day, you engage in financial transactions that are taxable. Some taxes cannot be avoided, but others can be…
Retirement Planning
About half of Canadians hope to retire before age 60, but hope is not a plan. What is your retirement plan? Find out about the seven key strategies for retirement…
Portfolio Analysis
Do you know what your asset allocation is? If not, it’s time for a portfolio analysis. The amount of equities, fixed-income investments, and cash in your account will determine…
Estate Planning
Estate planning is not just for the wealthy. Even for small estates, proper planning can save thousands of dollars. What is a “deemed disposition tax?” Find out how…
Insurance Analysis
Insurance is very easy to ignore, but the rewards of protecting yourself can be enormous during a crisis. Your insurance needs depend on your situation, and an insurance advisor…
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!”
