Do you ever feel like life is too automated?
Maybe you’re suspicious of the cruise control feature on your car. You’re not a fan of auto-pilot on commercial flights.
You prefer to know that an experienced individual has their hands on the wheel and is ready to respond to new conditions.
They feel like they are just another step in the financial assembly line. They fill out a questionnaire, hand over their money, and then hope that they hear from someone again at some time in the future.
Automation can be a great thing, but sometimes, you need a human being to oversee critical parts of the process. It takes someone with insight and experience to say, “Does this plan make sense for my client? Is there too much risk in this asset allocation strategy?”
Your Financial Planner will work with you to understand your unique goals and your risk tolerance. You can rest assured; a true professional is at the helm.
A Registered Retirement Income Fund is an investment plan, established in accordance with Government of Canada requirements, into which you can transfer registered…
Guaranteed Investment Certificates are issued in your name and can’t be sold except to the institution that issued them. You agree to keep the money in the GIC for a…
Registered Education Savings Plans are registered education savings plans that grow tax-free until the child is ready for university, college or a vocational institute. The student…
A Tax-Free Savings Account is a registered savings account that allows taxpayers to earn investment income tax-free inside the account. Contributions to the account are…
A Life Income Fund (LIF) is a retirement income plan using locked-in pension money and the owner of the LIF can control the investments held within the fund. In addition to the…
A Registered Retirement Savings Plan is a retirement plan that is registered with the federal government and that you or your spouse or common-law partner can establish and contribute…
The Locked-In Retirement Account (LIRA) and Locked-In Retirement Savings Plan (LRSP) enable you, as an employee to maintain the tax-deferred status of…
Since in 2008, the Registered Disability Savings Plan has been available to Canadians who qualify for the disability tax credit and offers a tremendous bonus to those who are…
Leveraged investing is defined as borrowing money to finance an investment. You are familiar with the concept of leverage if you’ve ever borrowed money to make additional contributions…
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!”
