Fully Encompassing Wealth Management
Our Promise To You
Quality of service continues to be a hallmark for our team at Thompson Wealth Management Solutions. As such, it is important that you realize the service you have enjoyed in the past will be maintained in the future.
Investing and the supplemental facets that form your wealth management plan with it are not static processes, and as such, proper monitoring and review of both your portfolio and life goals are required on a timely basis.
To achieve an efficient and comprehensive wealth management plan that encompasses all of the above, our services include, but are not limited to, the following items:
Annual Basis
- In depth portfolio review meeting, and Investment Policy Statement renewal (if applicable)
- Retirement projection/MyGPS Financial Plan reviews
- Insurance review
Each year we will have at least one meeting in person to review your portfolio in detail. We will also review your retirement projection and/or MyGPS Financial Plan (if applicable) and make any adjustments necessary.
Quarterly Basis
This will be followed by a call to discuss the account holdings and any changes in your financial goals or requirements.
Account Reporting
Account statements will be provided each month there is activity in your account.
With DS Online you may view your accounts online on any day, at anytime, when it is most convenient for you.
Publications
Greg shares his thoughts on the market, economics, and specific companies with the Thompson Letter that is published quarterly throughout the year.
The Newsletter will discuss the latest changes in the market and how they may affect the future of specific companies, industries or individual circumstances.
Also available upon request:
Strategy – The Investment Outlook
A quarterly review of the global markets and economies provided by RBC Capital Markets and the RBC Portfolio Advisory Group.
RBC Global Insight Weekly
A weekly review of investment news and trends provided by RBC Capital Markets.
Please reach out to be put on the mailing list.
Additional Services
- Will & Estate Planning
- Insurance Planning
Estate and insurance planning round out the required services to confirm that your financial plan is in total order. RBC Dominion Securities offers the services of experts in the field to sit down and discuss your personal situation. Greg will be on hand to explain your unique goals and concerns. These services are complimentary.
Rebecca Bae is our Will and Estate Consultant, and is available to help you structure your estate in an efficient and tax-effective manner.
James Kopp is our Regional Estate Planning and Insurance Specialist, and is available to review and create tax-effective insurance strategies to suit your needs.
Doreen Constantini is our main Financial Planning Specialist, and is available to create your comprehensive "Compass Plan," that nicely compliments both your Will and Estate report, and Insurance planning.
