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

Why you should choose a beneficiary

Sep 21, 2023 - Canada Life

Choosing a beneficiary is an important part of your financial plan...

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What are real assets?

Sep 19, 2023 - Canada Life

Diversifying your portfolio with real assets can help you achieve your financial goals and secure your future...

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What’s the difference between mutual funds and segregated funds?

Sep 18, 2023 - Canada Life

Mutual funds and segregated funds are both investment options, but they have some key differences...

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