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

How to find a financial advisor who’s compatible with you and your lifestyle

Aug 01, 2022 - Canada Life

There’s no one-size fits all answer for finding a financial advisor that’s best suited for meeting your specific financial situation and goals. However, there are tips you can follow to help you find a financial advisor who matches your needs...

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Tips for talking to a financial security advisor for the first time

Jul 25, 2022 - Canada Life

Does the thought of financial security planning feel like unknown territory?...

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Budgeting for a move

Jul 15, 2022 - Canada Life

Common moving expenses to budget for...

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