Thomson Private Client Group

Robert Thomson, PFP, CIM

Vice-President & Portfolio Manager, Investment Advisor & Financial Planner

905-546-5401 | Email me
905-546-5300
1-800-461-0274


At Thomson Private Client Group, Rob and his team focus on providing investment, tax, and risk management advice to individuals, charitable organisations and  businesses who value full service and specialized advice. In fact, although we help many unique individuals, we specialize in working with Business Owners who are looking for a holistic and seamless approach to their complete financial picture.  For those that are too busy to make day to day decisions on their portfolio, we are licensed to provide discretionary management through our Private Investment Management platform.
 
 Welcome to professional wealth management for serious investors - where wealth is built around the values of clarity, dedication, accountability and trust. 

Dijana Tepsic

Associate

905-546-5027 | Email me

Tara Middleton

Associate Advisor

905-546-5886 | Email me

Tara joined RBC Dominion Securities in 2004 and brings 20 years of experience in financial services as well as valuable experience in a corporate law office to our team.  A graduate of Queen's University, Tara is licensed by the Canadian Securities Institute. Tara works closely with Rob in portfolio management for both discretionary and non-discretionary portfolios, financial planning and helping to leverage all tools and resources.