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Greg Thompson

Greg Thompson, CIM

Senior Portfolio Manager


Providing white-glove, concierge style service

At Thompson Wealth Management Solutions, we take pride in providing white-glove service, expert advice and thoughtful planning to help our clients grow and manage their wealth. Taking a disciplined approach to portfolio management, Greg Thompson applies a clear, objective and long-term methodology, tailored to his clients’ unique goals. With a client base largely comprised of business owners, high-net worth individuals and professionals, and multi-generational families, Greg and his team provide exceptional advice on all aspects of their financial lives and proactively keeps them up-to-date on their investments, portfolio strategy, tax management and estate planning.

With his Chartered Investment Manager (CIM®) designation, Greg is well-equipped to provide clients with a premium level of discretionary wealth management through our Private Investment Management service. Experienced, knowledgeable and compassionate, Greg doesn’t hesitate to engage accountants, lawyers and other financial team members to develop a cohesive and efficient circle of trust for clients.

With a focus on financial planning, Greg is honoured to build relationships based on trust on integrity and takes pride in his attentive, thorough and experienced approach to addressing his clients’ complete range of wealth management needs.

Complimentary Portfolio Review

The investment world is constantly growing, as are we at Thompson Wealth Management.

Therefore, we are proud to offer a complimentary investment portfolio review as part of our effort to assist successful individuals, families and institutions navigate the many facets of present-day wealth management.

Please complete the form below to schedule your complimentary review. It's free - really.

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