Lisa Thompson Family Wealth of RBC Dominion Securities Inc. of RBC Dominion Securities Inc. undefined: undefined in Belleville, ON

Lisa Thompson Family Wealth of RBC Dominion Securities

Empowering you to navigate every facet of your life with clarity and confidence

Helping you grow and protect what’s truly important

At Lisa Thompson Family Wealth, our mission is simple: to provide you with the confidence to make sound financial decisions, the freedom to live your life the way you want, and the peace of mind that comes with knowing you have a dedicated team by your side. Built on a foundation of honesty and transparency, our team works to make your financial journey as seamless as possible, allowing you to focus on what truly matters most.

Professional Designations

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Years of combined experience

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Putting you at the heart of everything we do

Our team understands that finances can be deeply personal – and, at times, overwhelming. That’s why we aim to approach every interaction with a keen understanding of your unique circumstances and aspirations, so that we can find a solution perfectly suited for you.

Lisa Thompson

Senior Portfolio Manager & Wealth Advisor

Davis Beamish

Associate Wealth Advisor

Saurav Arora

Associate

Jennifer White

Administrative Assistant

A tree-lined path illuminated by the sun.

1964 – 2013

In loving memory of Marilyn Hall

Marilyn, an inseparable part of our team and beloved friend, will forever be remembered for her enduring strength and unwavering loyalty. We miss her laugh, smile, and undeniable sense of humour.

our approach

Providing peace of mind on paper

Through our unique My Life process, we work to provide clients with the essential tools and unwavering support they need to navigate life's transitions. Regardless of the challenges they’re facing – now or in the future – our personalized financial plans and strategies empower them to overcome these points of uncertainty with confidence and clarity.

My beginning

In this foundational stage, our team will help you discover the advantages of wealth management, explore our investment process, and see exactly how we can help clients through various phases of their lives.

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.

- Mr. Al S.

Two words come to mind: professional and efficient. I would also add courteous - a real gem for the team. Davis, knowledgeable and dedicated, I enjoyed your presentation, always straightforward and to the point. Saurav, from what I heard, you are the magician behind the scenes, analyzing the data. And Lisa, the team maestro who keeps everyone in unison - we have known each other for over 20 years now, and I have no regrets with our choice in trusting you and your team with our future.

- Mr. Simon G.

I always recommend Lisa and her team to others. Their service and advice is exceptional, without fail.

- Mr. Peter P.

Thank you for a very informative meeting today. I have been with RBC Wealth Management for more than 50 years. I have had three advisors all from RBC Wealth Management. It is too bad that it took so long to connect. You are so much Superior to the previous two advisors.

- John M.

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our events

Informing, educating, and empowering you

As part of our commitment to education and empowerment, we host regular events that go beyond financial advice. These gatherings allow us to foster connections with our clients and create a true sense of community.