I am a CFP® professional and 14-year financial advisor, 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: We not only help our clients navigate the intricacies their RRSPs/LIRAs and RIFs, we go a step further and create a customized financial strategy that incorporates all sources of post-retirement income. And review this strategy regularly.
Education: We help children by saving in RESPs, and understand how an RDSP will work along side of it. We work with our clients attorneys to understand trusts for minors and disabled minors.
Post-Retirement: How many times have clients asked us, "Now what do I do with all these savings, now that I am no longer receiving a pay cheque?" We understand how consolidation can simplify your income stream. Happy Retirement!
Estate Considerations: We work with clients to protect what they have worked hard for with appropriate and next generation planning.
Business and former business owners: We help business owners, and their professionals navigate the next best step.
I joined Edward Jones as a financial advisor in 2008. Prior to Edward Jones, I was a Sr. Research Analyst with CanWest for six years and Torstar Corp. for five years. In 2005 I earned a certificate in Business Management from University of Toronto and in 2008, a Financial Planning certificate from Centennial College.
I am a native Torontonian and I have two children: Jill and Douglas.
I have served on the board of directors for CAWEE (Canadian Association of Women Executive and Entrepreneurs) and I am a member of WIPP (Women in Philanthropy for Providence) part of the St. Michael's Foundation.
Together, our branch administrator, Carolina and I would love to hear from you.
We meet when it’s convenient for our clients – we recognize busy lives.
- Retirement Savings Strategies
- Wealth Protection Strategies
- Intergenerational Planning
- Retirement Income Strategies
My Personal Interests
Phone NumberJacqueline Thompson at (416) 960-2407
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
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