We make sure to ask the right questions to ascertain where your unique needs lie and then we formalize it with an Investment Policy Statement that provides a concise outline of your longer term personal goals.
Once the investment process is in place, we make sure that you are kept up to date on your investments and the pertinent issues of the day via our quarterly reviews and the quarterly Thompson Letter.
Greg has been in the financial services industry for over twenty-five years and has spent the last 20 years as an Investment Advisor helping clients to reach their financial goals. Since 2007, Greg has also managed portfolios on a discretionary basis as a Portfolio Manager under RBC Dominion Securities Private Investment Management program. Most recently, Greg has added the Wealth Advisor title which symbolizes Greg's commitment to full service financial planning. He is able to work with your professional team on Will, tax, insurance, and estate planning in a knowledgable fashion.
Greg's team is comprised of Associate Valerie Hazelton and Assistant Justin Wilson. As well, we draw on the services of Will & Estate Specialist Don Bell, Estate & Insurance Specialist James Kopp, and Financial Planners Doreen Costantini and Jeff Schultz. The goal of the Thompson Wealth Management team is to listen and understand your needs so as a team we can navigate through potential investment decisions that will lead to a comfortable retirement with few surprises.