Kate Thompson Email & Phone Number | Our team provides our clients with personalized, professional investment management and financial planning strategies. I am a Certified Financial Planner (CFP) and a member of the Responsible Investment Association (RIA). With over 28 years of experience in the financial services industry and the support of Investia Financial Services' best-in-class tools and resources, I aim to empower my clients and build relationships so that we can navigate the everyday and unexpected financial changes that arise. My approach is to teach, coach, and take what might be overwhelming and create a logical, achievable plan. Specializing in: • Personal and Corporate Investment Solutions • Personal and Corporate Insurance Solutions • Estate Creation and Preservation • Group Benefits and Retirement Services When I am not helping my clients reach their financial goals, I am spending time with family (including 5 grandchildren!), enjoying local restaurants, and jogging around town. Contact Information Name: Kate Thompson Tel: 519.488.6514 Email: kate@rockthompson.ca Website: rockthompson.ca

Kate Thompson

Our team provides our clients with personalized, professional investment management and financial pl...
Canada

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Kate Thompson’s Email kthompson@robertsonhall.com

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Kate Thompson’s Location Canada

Kate Thompson’s Current Industry Rock Thompson Financial Planning Investia Financial Services

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Work Experience

Rock Thompson Financial Planning

Certified Financial Planner

2019-10-01 00:00:00 - Present

Investia Financial Services

Certified Financial Planner

2009-03-01 00:00:00 - Present

Robertson Financial

Certified Financial Planner

2010-04-01 00:00:00 - 2019-10-01 00:00:00

Kate Thompson Planning

Owner - Financial Advisor

2009-03-01 00:00:00 - 2013-09-01 00:00:00

Dundee Wealth Management

Financial Advisor

2000-01-01 00:00:00 - 2009-01-01 00:00:00

Corpath

Member

2006-01-01 00:00:00 - 2009-01-01 00:00:00

Sinden Financial

Partner, Advisor, Executive Assistant

2000-01-01 00:00:00 - 2008-01-01 00:00:00

Blewett And Associates

Marketing Assistant

1999-01-01 00:00:00 - 2000-01-01 00:00:00

Primerica Financial Services

Financial Analyst

1995-01-01 00:00:00 - 1998-01-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Kate Thompson

Kate Thompson is located at
Canada

Kate Thompson is a Our team provides our clients with personalized, professional investment management and financial planning strategies. I am a Certified Financial Planner (CFP) and a member of the Responsible Investment Association (RIA). With over 28 years of experience in the financial services industry and the support of Investia Financial Services' best-in-class tools and resources, I aim to empower my clients and build relationships so that we can navigate the everyday and unexpected financial changes that arise. My approach is to teach, coach, and take what might be overwhelming and create a logical, achievable plan. Specializing in: • Personal and Corporate Investment Solutions • Personal and Corporate Insurance Solutions • Estate Creation and Preservation • Group Benefits and Retirement Services When I am not helping my clients reach their financial goals, I am spending time with family (including 5 grandchildren!), enjoying local restaurants, and jogging around town. Contact Information Name: Kate Thompson Tel: 519.488.6514 Email: kate@rockthompson.ca Website: rockthompson.ca

Kate Thompson currently works in the Rock Thompson Financial Planning | Investia Financial Services |

No Languages Available

Kate Thompson has prior
experience in the following industries:
Robertson Financial | Kate Thompson Planning | Dundee Wealth Management | Corpath | Sinden Financial | Blewett And Associates | Primerica Financial Services

Kate Thompson has the following professional experience:
Rock Thompson Financial Planning | Investia Financial Services | Robertson Financial | Kate Thompson Planning | Dundee Wealth Management | Corpath | Sinden Financial | Blewett And Associates | Primerica Financial Services