- Create your family legacy
- Estate and wealth protection
- Family inventory checklist
- Settling an estate
- Estate planning guide
- Invest for your future
- Private Investment Management
- Advisor Account
- Investment solutions
- Manage wealth tax-efficiently
- Tax-Free Savings Accounts
- Live well in retirement
- Retirement planning
- Retirement checklist
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:
Estate and Will Preparation
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 Advisor, Michael Romanow, as well as a team of specialized wealth management professionals. 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.