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Caitlyn Thomson, Financial Advisor

FINANCIAL ADVISOR
Caitlyn L Thomson

60 Randall Drive, Unit #9, Ajax, ON L1S 6L3opens in a new window
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Focus Areas

  • Retirement savings strategies
  • Education savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Divorce finances
  • Sustainable Investing

About Caitlyn

I am honoured to be serving clients in my hometown as my family and I have lived in Ajax for over 30 years. Over a decade ago I began my career with Edward Jones because of their holistic, client-focused approach to client service. I have the opportunity to spend quality time with every client in order to hear what they care about and what they need most. From there, things fall into place – I can design an individualized portfolio, work with CPAs and lawyers as needed, explore tax-advantaged investments, and educate clients on topics they may not have considered...

Personal Interests

  • Antiquing
  • Animal Rescue
  • Traveling
  • Reading
  • Community Outreach

Upcoming Events

  • JUN.12

    June 12 07:00PM 08:00PM

    Fidelity Investments: Business Succession - Virtual

    Fidelity Investments: Business Succession - Virtual

    Learn More
  • JUL.8

    July 8 07:00PM 08:00PM

    Sun Life Global Investments: Legacy Planning - Virtual

    Sun Life Global Investments: Legacy Planning - Virtual

    Learn More

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(905) 426-6501

Fax

(866) 575-1059

Office Address

60 Randall Drive
Unit #9
Ajax, ON L1S 6L3opens in a new window

More to explore

My priorities

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Setting your path

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