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Thompson Wealth Management Solutions offers a comprehensive wealth management approach that provides clear and progressive strategies for your investment and estate planning needs. With the backing of RBC Dominion Securities, we are able to provide ideas and advice on:
  • Investment Planning
  • Retirement planning
  • Estate and Will Preparation
  • Charitable Giving
  • Education Savings
  • Insurance
 
 
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 Associates Valerie Hazelton and 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 Solutions 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.
 

Greg was profiled in the June 2014 issue of Investment Executive.
Read the article here:
 
A Childhood Dream Realized (Investment Executive June 2014)
 

Spring Lunch and Learn with Bill Tilford
 
On April 23, 2014, Greg hosted a lunch and learn call with Bill Tilford, Head of Quantitative Investments for RBC Global Asset Management.
A recording of this event can be heard below:
 
 
 
Please consult your advisor and read the prospectus or Fund Facts document before investing.  There may be commissions, trailing commissions, management fees and expenses associated with mutual fund investments.  Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.  RBC Funds are offered by RBC Global Asset Management Inc. and distributed through authorized dealers.

Bill is Head of Quantitative Investments at RBC Global Asset Management Inc. (RBC GAM). He has been working in the investment industry since 1986. Prior to joining RBC GAM, Bill was Vice President and Head of Global Corporate Securities (Public Market Investments) at a federal Crown corporation, where he managed one of the world’s largest Global market neutral/overlay portfolios using fundamental and quantitative strategies in both equity and corporate credit markets. For 12 years, he was a partner at a large Canadian asset manager, where he helped lead a quantitative investment team that managed core and style-tilted funds in Canada and the U.S. Bill has also held senior positions at two large Canadian brokerage firms. He obtained a Master’s in Mathematics (Statistics and Finance) in 1992 and a Bachelor of Mathematics (Honours) in 1988 – both from the University of Waterloo.