Smart Planning demands making good choices. Thompson Financial Group takes pride in having a complete and growing list of solutions to meet the changing needs of our clients no matter what stage of life. We’ll work with you closely to identify your unique situation. Only then can the proper solution be put in place. Planning is an ongoing and lifelong process when creating wealth. We’ll work with you at every stage of your planning years. From opening your first RRSP to converting your RRSPs to a RIF, Thompson Financial Group will help you plan for all of life’s adventures.
Insurance is like a parachute. When you need it, you better have it. We offer our clients industry leading insurance solutions for individuals and companies. We take the time to determine your needs and provide you unbiased advice when recommending the best solutions for you, your company and your employees. We maintain strong relationships with many insurance providers, allowing us to find you the right balance for your needs.
Insurance solutions include:
Whether it’s term insurance to cover off your mortgage, a fully funded whole life policy with guaranteed cash values, Key Man insurance for your GM or Buy Sell Insurance for you and your business partner, we’ve got you covered.
Critical Illness Insurance:
We all know someone who has battled cancer or had a heart attack. Critical Illness Insurance pays a lump sum, tax-free amount 30 days after diagnosis of up to 21 covered illnesses. The last thing you want to be worrying about when you’re seriously ill is money.
No one knows when a disability will occur. Having personal disability coverage can ensure your financial obligations are met while you recover and focus on getting back to work.
From a two person start up to a national company with five unions and 17 different classes of employees, we have the resources and expertise to ensure your employee benefit needs are met.
Having a sound investment plan takes work and requires determination and dedication to ensure the plan will stand the test of time. Whether you are an individual or a company, we thrive on finding the right solutions to make sure you hit your goals. RESPs, TFSAs, RRSPs, Group RRSPs or Non-Registered investments, we have solutions that span a wide spectrum, no matter what your risk tolerance level is. It’s important to have a plan that gets results.
Retirement is your time to kick back and enjoy the fruits of your labour. Let us help you plan for this time of life to ensure you and your lifestyle is supported, loved ones are protected and free of unnecessary stresses. We take a comprehensive approach to your retirement planning in a pressure free environment.
As a business owner you have worked hard to build a successful business. Too few business owners have a succession plan to effectively retire from the business while it continues to live on. We take the time to work through these challenges and help business owners ensure they can successfully walk away when the time is right.
Whether you have an estate to protect or if you wish to create one, we have the tools to help manage your needs effectively. Estate planning is not reserved for the wealthy. Many people are forced to deal with unnecessary stress when they deal with a loved one’s passing. Having a plan ahead of time will guide the most important people in your life at a time when they are most vulnerable. Many of the solutions are geared towards reducing these burdens.