
Scott A Thompson
Etobicoke, ON M8X 1B1 opens in a new window call Scott A Thompson at (416) 234-8798 call Scott A Thompson at Call Me Email Me
As a CFP® professional and CIM® designation holder, our branch team strives to understand what is important to you. Through our partnership, we use an established process to create personalized strategies to help you reach your financial goals. We work with individuals, families, and business owners across the country.
Growing up with a father who was a financial advisor, I was taught early on the importance of having goals and creating a plan to achieve them. Our family practice has been serving clients in our community now for 25 years.
Our branch team includes Claudia and Esha, our Senior Business Office Administrators. Together, they have over 20 years of experience assisting clients in the community. They are dedicated to providing you with the highest level of personalized service.
In addition to our branch team, we have extensive support at our home office, including our Client Consultation Group. This team is made up of accountants, lawyers, and other professionals to ensure you have guidance for complex situations. We also work closely with your accountant and estate lawyers, or other professionals.
Apart from helping people, my other passions include playing basketball and golf, spending time with my wife and our family, and travelling when possible. I am an intense Raptors fan, season ticket holder, and I regularly provide support to grassroots basketball programs around the GTA.
My wife Vanessa and I have two beautiful daughters, Harper (2 years old) and Quinn (newborn). We look forward to our next life transition and I look forward to the opportunity of helping you with yours.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Owner Considerations
- Socially Conscious Investing
- Wealth Protection Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Traveling
- Basketball
- Golfing
- Sports Enthusiast
Office Information
Phone Number
Scott A Thompson at (416) 234-8798- Claudia Marchese
- Sr. Branch Office Administrator
- Esha Nohar
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 06:00PM |
Mon | 08:00AM - 06:00PM |
Tuesday | 08:00AM - 06:00PM |
Tue | 08:00AM - 06:00PM |
Wednesday | 08:00AM - 06:00PM |
Wed | 08:00AM - 06:00PM |
Thursday | 08:00AM - 06:00PM |
Thu | 08:00AM - 06:00PM |
Friday | 08:00AM - 06:00PM |
Fri | 08:00AM - 06:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 06:00PM |
Mon | 08:00AM - 06:00PM |
Tuesday | 08:00AM - 06:00PM |
Tue | 08:00AM - 06:00PM |
Wednesday | 08:00AM - 06:00PM |
Wed | 08:00AM - 06:00PM |
Thursday | 08:00AM - 06:00PM |
Thu | 08:00AM - 06:00PM |
Friday | 08:00AM - 06:00PM |
Fri | 08:00AM - 06:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
- Claudia Marchese
- Sr. Branch Office Administrator
- Esha Nohar
- Sr. Branch Office Administrator
Branch Team
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