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Caitlyn Thomson, Financial Advisor

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

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

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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