You are unique. You have dreams and aspirations that are unique to you. Realizing your dreams requires a sound strategy that identifies specific goals, as well as a disciplined and structured plan that will bring your dreams to life.
My Life is a philosophy, a belief that financial dreams, when guided and nurtured, can come true. The My Life process allows us to better understand your lifestyle and your financial goals. Further, it helps you attain your goals by looking at your life from all angles and providing you with a clear and concise plan designed specifically around your goals.
No two people are alike, so it stands to reason that no two investment strategies should be alike, either. That’s the My Life difference; a sound, targeted strategic wealth management plan unique to your specific needs, built around your life.
Together, we develop a financial plan that makes sense to you, and walk every step of the way with you. From start to finish, we ensure your plan works for you so that, quite simply, you get more from life.
Lisa Thompson has been providing wealth management solutions to high net worth families and family owned businesses in the Quinte Region for over 20 years. Through a team based strategy, Lisa offers a holistic wealth management approach that includes financial planning, portfolio management, insurance and estate planning to help her clients meet their life goals.
To learn more about how we can help you, please visit our team page or contact us.