“If one does not know to which port one is sailing, no wind is favourable.” ―Seneca
Without proper planning and a clear destination in mind, you can quickly be blown off course on your financial journey. That’s why at Thomson Wealth, we’ve made it our mission to provide best-in-class investment, retirement, and estate planning to help you set sail toward your goals with full confidence.
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
Dijana Tepsic
Bhavna Sharma
Our approach
Three plans, one goal
At Thomson Wealth, we believe every financial voyage should start with a three-pronged financial plan that’s expertly mapped out according to your desired destination, and one that can be skillfully navigated through the inevitable ebbs and flows of life. In partnering with our team, we’ll help you map your goals and provide you with three plans designed to help you weather any storm while protecting and growing your wealth.
Retirement plan
The map of your financial journey starts with a retirement plan that accurately charts your unique goals, ambitions, and dream destination. It helps point us in the right direction when we set sail and keeps us focused on the long term as we move forward.
Estate plan
The route to your financial destination isn’t traversed alone. In getting to know you and your family, we’ll provide a will and estate plan that reflects your deepest values and helps simplify the transition of assets to your beneficiaries while cementing your legacy.
Investment plan
The checkpoints of your voyage can only be reached by a tailored and diversified portfolio of investments that act as a bulwark against the fluctuations of the market and a mainstay you can depend on to build your wealth into the future.
Our clients
Specialized service for specialized needs
At Thomson Wealth, we proudly empower a wide range of clients to confidently take the helm of their financial lives and to set sail toward their goals, whatever they might be.
Business owners
Starting, managing, and passing on a business presents countless challenges and opportunities that can greatly impact your finances. We have the experience and skills to help you navigate everything from planning to succession.
Executives & employees
Whether you’ve reached the pinnacle of your company or are working your way to the top, your unique position requires a unique financial plan to ensure you’re set up for success in all aspects of your journey in order to reach your financial destination.
Medical professionals
Just as you’re committed to helping diagnose and treat your patients with the utmost care, we take pride in assessing your finances and offering the best treatment plan to help mitigate risks and capitalize on opportunities along the way.
Charities & institutions
From non-profit organizations to higher education, we understand the ins and outs of both public and private institutional investing and work closely with you to chart a course that fulfills your charitable obligations in the most effective manner.
Our blog
What is most important to you on your financial journey?
Let’s uncover your goals, create a plan, and navigate it together.
Email:thomsonwealth@rbc.com
Phone:905-546-5027