You get home from work, your spouse is tired, and the baby just spilled spaghetti all over the carpet. Your older child got suspended from school for cutting his friend’s hair. After dinner, you can barely think straight.
Right now, you are at one of the most difficult stages of your life.
The golden years of retirement can only be reached by investing in the time you have now.
Many people will offer you advice on which investments to buy. But there’s more to your financial life than your RRSP. Estate taxes, income taxes and education funds for…
Mortgages
Using an Independent Mortgage Broker can SAVE you thousands of dollars in interest payments. And that’s MONEY you can use for other things. Whether you are a first time…
Life Insurance
Term life insurance is the most basic of life insurance products in that it has no savings component, and thus no cash value. By the name, it is purchased for a ‘term.’ One of the…
Tax Free Savings Account
The TFSA is a registered savings account that allows taxpayers to earn investment income tax-free inside the account. Contributions to the account are not deductible for…
Disability Insurance
Everyone who enjoys good health hopes it will last for a lifetime. But it doesn’t always turn out that way. Sometimes life throws a curve. Injuries can happen. A disability illness could…
Educational Savings
RESPs are registered education savings plans that grow tax-free until the child is ready for university, college or a vocational institute. The student usually pays little or no tax on…
Critical Illness Insurance
A critical illness can happen to anyone. And it does happen to many. Canadians are more likely to experience a critical illness than they are to die before the age of…
Will
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…
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!”
