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The values you hold are the foundation of what sustains you in your personal and financial life. Similarly, our team takes pride in a series of core values that provide us with direction, meaning, and purpose, and form the foundation of our wealth approach.
We focus on delivering measurable results, proving to you our worth by adding genuine value to your life and ensuring we do our best to protect and grow your hard-earned wealth.
While we always plan for the long term, we also strive to become incrementally stronger every single day – not only for personal growth, but for the benefit of our clients. Our desire for constant improvement extends to our clients, as we aim to put you in a better financial position than the year before.
We truly believe that our success as a team is fully dependent on the success of our clients. To that end, we do everything in our power to provide you with the most exceptional client experience possible, and focus on forming meaningful relationships with you and your family to better anticipate your needs.
We would find it hard to sleep at night if we didn’t dedicate every ounce of our effort to improving your financial life. We take great pride in how efficiently and collaboratively we work with our team of wealth professionals across RBC, and are always seeking new and innovative ways to improve the services we provide.
Starting in 2023, the Thompson Wealth Advisory Football Scholarship will be awarded to a student athlete with extraordinary athletic, academic, and leadership qualities, with preference given to a player from the region of Hamilton, Ontario (my hometown).
– Alex Bilsland, retired senior technical writer
– J. Arruda
– Bojan Vitko, retired chiropractor and actor
– Kim H Tan, retired senior insurance company executive
– James Harrison, mortgage broker
– Michael J. Evans, retired institutional commercial real estate asset manager
– Rick Goldsmith, retired big 4 accounting partner
– Sidney Stacey, assistant professor
– Hugh and Anita Simpson, retired senior executives in Canadian & U.S. financial services
– 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.