Client Testimonial
"I have had the good fortune to be the client of Lisa Thompson of RBC Wealth Management and her team for the last 20+ years.
From the beginning it was apparent that Lisa is very client oriented. She paid close attention to the details of my investment portfolio and readily advised me of any action I might consider taking that would benefit my situation. In this regard, I benefited greatly from her considerable expertise and am very thankful.
Lisa is also considerate of all aspects of the client, sees problems which may arise with changing situations in the clients life and is forthcoming with professional solutions to avoid pitfalls and benefit the client. In this regard I refer to such vital actions as arranging to have a Trust created that would take care of my disabled wife in the event I were unable. And ensuring that my will is in order, my executors are in place and that my estate will function in accordance with my wishes are other issues that Lisa has been a great help to me with.
I feel very fortunate to have been associated with Lisa Thompson and her team. They have been of great go-to resource for information and direction that was of benefit to me through some very trying personal times and am confident will be a shoulder to lean on as I transition through the next stages of my life. Thanks to Team Thompson, not only are my financial affairs in good order, I am also comfortable with my administrative position. For this, I am, and will be forever grateful."
Mr. Al S.
