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Jacqueline Thompson, Financial Advisor

FINANCIAL ADVISOR
Jacqueline Thompson

CFP®, DFSA™
1867 Yonge St, Suite 503, Toronto, ON M4S 1Y5opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Wealth protection strategies
  • Intergenerational planning
  • Retirement income strategies

About Jacqueline

I have been a financial advisor and financial planner for 17-years and as a CERTIFIED FINANCIAL PLANNER®, I have the privilege of helping my clients reach their financial goals. We lead our clients through their financial life with deep knowledge and compassion. We help you with important and sometimes difficult decisions and provide you with options.

Our clients experience a highly personal, long-term relationship. The secret ingredient is the importance we put on listening and understanding what's important to you – today and tomorrow. We invest a lot of time understanding what you're working towards before we invest your money.

Retirement:...

Work History

  • Edward JonesAugust 2008 to Current

Education

  • Centennial CollegeCertificate
  • University of TorontoCertificate

Personal Interests

  • Baseball
  • Traveling
  • Art Museums
  • Art & Theater
  • Music

Team Members

  • Carolina Freitas
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(416) 960-2407

Fax

(877) 335-9387

Office Address

1867 Yonge St
Suite 503
Toronto, ON M4S 1Y5opens in a new window

More to explore

My priorities

What are your priorities?

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

Take the quiz

Setting your path

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

Learn More