David Thompson

Financial Planner
Investment Representative

Having been in the business since1988, I am committed to my clients’ short and long-term goals. I help my clients customize financial security plans that include Investments , retirement and estate planning, business insurance solutions and succession planning. Look forward to working with you.

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Recent posts

Your money is safe in Canadian banks

Mar 17, 2023 - Canada Life

Recent news of bank failures in the U.S. may be making you nervous. Banking failures are extremely rare in Canada and customers are protected...

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4 tips for managing finances with roommates

Mar 15, 2023 - Canada Life

Housing is expensive, and you can make your money go further when you share costs. Here are some tips to help you manage household finances with roommates....

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Understanding the gender pension gap

Mar 08, 2023 - Canada Life

The gender pension gap means that women are at an increased risk of living in poverty in old age...

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