Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs Email and Phone Number
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs work email
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Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs personal email
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.
Modern Cents
View- Website:
- moderncents.ca
- Employees:
- 4
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Founder And Certified Financial PlannerModern CentsMississauga, On, Ca
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Founder / Certified Financial PlannerModern Cents Jan 2022 - PresentToronto, OnProviding 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.
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Financial Planning ConsultantDancer Transition Resource Centre Dec 2022 - Mar 2023Ontario, CanadaThese 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 Resource Centre, with various partners, this initiative is designed to empower artists in the Canadian dance sector at a time when they need it most. -
Software ConsultantPlanworth Jul 2022 - Dec 2022Toronto, Ontario, Canada -
InstructorSchulich School Of Business - York University Jan 2022 - Apr 2022Toronto, Ontario, CanadaTeaching personal finance for the BBA program, winter 2022. -
Senior Financial PlannerRaymond James Ltd. Oct 2014 - Jan 2022Toronto, OnLeading 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 investments)*Business Owners & Professionals*Finance Executives*Pre-Retirees and Retirees*Canadian Families -
Senior Financial PlannerRaymond James Ltd. Aug 2012 - Sep 2014Toronto, OnPart 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 million+.
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ConsultantApri Insurance Inc. Jun 2011 - Jul 2012Richmond Hill, OnProviding 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. -
Associate Estate Planning AdvisorRaymond James Financial Planning Ltd. May 2004 - May 2011Toronto, Canada AreaProviding 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.
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs Skills
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs Education Details
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Dean'S Honour List -
Volcanology
Frequently Asked Questions about Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs
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 the current company?
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs's current role is Founder and Certified Financial Planner.
What is Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs's email address?
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs's email address is an****@****inc.com
What schools did Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs attend?
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs attended Mcmaster University, University Of Hawaii At Hilo.
What are some of Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs's interests?
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs has interest in Skiing, Pilates, Yoga, Investing, Environment, Education, Dancing, Reading, Science And Technology, Human Rights.
What skills is Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs known for?
Andrea Thompson, Cfp® (Can), Crpc® (Us), Clu, Chs, Ccs has skills like Strategic Financial Planning, Estate Planning, Retirement, Retirement Planning, Financial Planners, Investments, Financial Planning, Insurance, Wealth Management, Financial Advisory, Investment Strategies, Investment Advisory.
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