Trusted financial planners.
Expert market navigators.
Collaborative team members.


At Thomson Wealth, our team is built from a diverse crew with complementary skill sets aimed at delivering best-in-class service and world-class advice to our clients. We pride ourselves on approaching every relationship with integrity and laying a foundation of trust with your goals at the forefront of all that we do.

Robert Thomson

Robert Thomson, PFP, CIM, FEA

Senior Portfolio Manager, Investment Advisor & Financial Planner


Dijana Tepsic



Tara Middleton

Associate Advisor


Headshot of Bhavna Sharma

Bhavna Sharma, PFP

Financial Planner