Thompson Wealth Management Solutions of RBC Dominion Securities
Your life goals are our life’s work
Providing white-glove, concierge style service
At Thompson Wealth Management Solutions, we take pride in providing white-glove service, expert advice and thoughtful planning to help our clients grow and manage their wealth. Taking a disciplined approach to portfolio management, Greg Thompson applies a clear, objective and long-term methodology, tailored to his clients’ unique goals. With a client base largely comprised of business owners, high-net worth individuals and professionals, and multi-generational families, Greg and his team provide exceptional advice on all aspects of their financial lives and proactively keeps them up-to-date on their investments, portfolio strategy, tax management and estate planning.
With his Chartered Investment Manager (CIM®) designation, Greg is well-equipped to provide clients with a premium level of discretionary wealth management through our Private Investment Management service. Experienced, knowledgeable and compassionate, Greg doesn’t hesitate to engage accountants, lawyers and other financial team members to develop a cohesive and efficient circle of trust for clients.
With a focus on financial planning, Greg is honoured to build relationships based on trust on integrity and takes pride in his attentive, thorough and experienced approach to addressing his clients’ complete range of wealth management needs.
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Quantitative Investing and Diversification with Triasima
Triasima, a Montreal-based portfolio management firm founded 25 years ago, uses a unique three-pillar investment methodology combining fundamental analysis, quantitative screening, and trend/momentum factors to reduce emotional bias. The firm's approach focuses on quality metrics like earnings revision, EPS growth, and ROE, while maintaining flexibility to capture opportunities like early-stage winners that may not score well quantitatively. Portfolio manager, Simon Turner, emphasizes that the firm's momentum-driven strategy provides excellent diversification and complements traditional dividend and value-focused mandates, with research showing negative correlation to typical Canadian dividend/income-oriented portfolios. With all original founders still active and zero portfolio manager departures in the firm's history, Triasima demonstrates the stability and repeatability of its proven investment process.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Fully Encompassing Wealth Management
Quality of service continues to be a hallmark for our team at Thompson Wealth Management Solutions. As such, it is important that you realize the service you have enjoyed in the past will be maintained in the future.
Investing and the supplemental facets that form your wealth management plan with it are not static processes, and as such, proper monitoring and review of both your portfolio and life goals are required on a timely basis.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Client testimonials
"They are knowledgeable, reliable, trustworthy and always willing to answer our questions, even the same questions until we are feel secure that our financial goals are in line with our desired lifestyle."
- S.G.
"When Joe passed away Greg became even more important to me as I was not confident about my portfolio. He has become not only my advisor but great help in guiding me and helping me understand my investments."
- D.S.
"COMPLETE TRUST - Over the past eighteen years Greg Thompson and his team have been looking after me. Not just my investments but anything I want to have an opinion on regarding financial matters."
- S.F.
Community involvement
Annual Knowles Center Croquet Tournament - Fall 2022
The Knowles Center has always been near and dear to our heart, as they do outstanding work for Winnipeg children and young adults facing hardships in their lives.
Fall for Fashion 2022 - Inclusion Winnipeg
The team had the great fortune to sponsor and attend the Fall for Fashion Gala on September 8th, 2022, in support of Inclusion Winnipeg. The charity does so much in helping people with intellectual disabilities be part of the community and have a fulfilling life.
Over the Years - Charities Supported
Both personally and through the RBC Foundation, we have donated to many worthwhile charitable causes over the past few years. In 2011, we distributed in excess of $20,000 in the community.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.