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Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs Email & Phone Number
Founder and Certified Financial Planner
at
Modern Cents
1 work email found
@moderncents.ca
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Certified Financial Planner
Location
Mississauga, Ontario, Canada
Company size
Who is Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs is listed as Founder and Certified Financial Planner at Modern Cents, a company with 4 employees, based in Mississauga, Ontario, Canada. AeroLeads shows a work email signal at moderncents.ca and a matched LinkedIn profile for Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs.
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs previously worked as Founder / Certified Financial Planner at Modern Cents and Financial Planning Consultant at Dancer Transition Resource Centre. Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs holds H.B.Sc., Biology, Environmental Science, Dean'S Honour List from Mcmaster University.
Company email context
Email format at Modern Cents
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{first}@moderncents.ca
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AeroLeads found 1 current-domain work email signal for Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs. Compare company email patterns before reaching out.
Profile bio
About Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs
True financial advice - from a qualified source. I have a passion for providing guidance, education and sound financial strategies for clients from all walks of life.I've spent 20 years in this industry in all facets - investment, insurance, corporate and independent. I work across borders - Canada and the US. I thrive on navigating the complex financial landscape that we find ourselves in today.
Listed skills include Strategic Financial Planning, Estate Planning, Retirement, Retirement Planning, and 21 others.
Current workplace
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs's current company
Company context helps verify the profile and gives searchers a useful next step.
Modern Cents
9 roles
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs work experience
A career timeline built from the work history available for this profile.
Founder / Certified Financial Planner
CurrentProviding advice only financial planning for fee-conscious Canadians and US taxfilers living in Canada. No product sales or investment management fees - simply pure, unbiased, professional advice. I work with your existing professionals to ensure a coordinated approach.
Jan 2022 - Present
Financial Planning Consultant
These programs are made possible through the support of the Department of Canadian Heritage’s Canada Performing Arts Workers Resilience Fund. Collectively, the programs form part of a larger offering of professional support for dance artists in Canada titled Ensuring Resilience In Canadian Artists (The ERICA Dance Project). Offered by the Dancer Transition.
Dec 2022 - Mar 2023
Software Consultant
Jul 2022 - Dec 2022
Instructor
Teaching personal finance for the BBA program, winter 2022.
Jan 2022 - Apr 2022
Senior Financial Planner
Leading the financial planning on the Coleman Wealth/Portage Wealth team, Andrea brings her unique financial planning expertise to her clients. Our team focuses on financial planning for:*Cross Border Clientele (snowbirds, dual citizens, Canadian residents with US retirement plans or receiving US inheritances, US residents with Canadian.
Oct 2014 - Jan 2022
Senior Financial Planner
Part of the Private Client Solutions team, Andrea has developed a new offering that provides advisors with high level, detailed but simplistic financial plans for accounts with a minimum of $500,000 in assets under administration with the firm. She both develops and presents plans for families and small business clients with minimum account sizes of $1.
Aug 2012 - Sep 2014
Consultant
Providing high end financial and tax planning services for small business owners and professionals. Focus on utilization of the insurance tax act to shelter and transition funds between shareholders and generations.
Jun 2011 - Jul 2012
Associate Estate Planning Advisor
Providing financial, retirement, tax and estate planning services to individuals and small businesses. Working in conjunction with the investment advisors at Raymond James to create specialized solutions for each client.
May 2004 - May 2011
2 education records
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs education
H.B.Sc., Biology, Environmental Science, Dean'S Honour List
Volcanology
FAQ
Frequently asked questions about Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs
Quick answers generated from the profile data available on this page.
What company does Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs work for?
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs works for Modern Cents.
What is Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs's role at Modern Cents?
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs is listed as Founder and Certified Financial Planner at Modern Cents.
What is Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs's email address?
AeroLeads has found 1 work email signal at @moderncents.ca for Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs at Modern Cents.
Where is Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs based?
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs is based in Mississauga, Ontario, Canada while working with Modern Cents.
What companies has Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs worked for?
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs has worked for Modern Cents, Dancer Transition Resource Centre, Planworth, Schulich School Of Business - York University, and Raymond James Ltd..
How can I contact Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs?
You can use AeroLeads to view verified contact signals for Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs at Modern Cents, including work email, phone, and LinkedIn data when available.
What schools did Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs attend?
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs holds H.B.Sc., Biology, Environmental Science, Dean'S Honour List from Mcmaster University.
What skills is Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs known for?
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs is listed with skills including Strategic Financial Planning, Estate Planning, Retirement, Retirement Planning, Financial Planners, Investments, Financial Planning, and Insurance.
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