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Values-based wealth strategies, improvement-driven results
When it comes to your finances, our job at Thompson Wealth Advisory is primarily about two things: increasing your wealth and preserving it. That’s why, instead of making empty promises, we focus our time where it counts – delivering world-class, values-based wealth strategies that aim to put you in a better financial position, year after year.
We’re a hardworking, down-to-earth, and collaborative team of wealth experts that have the experience and expertise to add genuine value to our clients’ lives.
Our success is tied to our clients’ success, and we always look for ways to improve the financial positions of those we work alongside.
We deliver a range of wealth and investment solutions centred on your values, and create a tailored, all-encompassing financial plan that helps you reach your goals.
Each year, we award a scholarship to support a student-athlete on the University of Guelph Varsity Football Team as they pursue their athletic and academic goals.
– Alex Bilsland, retired senior technical writer
– Bojan Vitko, retired chiropractor and actor
– James Harrison, mortgage broker
– Sidney Stacey, assistant professor
– Craig Spear, owner/operator of Momentum Fitness Club
– Waqas Rana, vice president & chief compliance officer at Old Republic Insurance Company of Canada
Let’s discuss your needs and goals and determine the tailored wealth solutions that are right for you.