Brad Thompson, Cfp®, Ris
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Brad Thompson, Cfp®, Ris Email & Phone Number

A Client First Certified Financial Planner Professional at Educators Financial Group
Location: Kitchener, Ontario, Canada 6 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 100%

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Current company
Educators Financial Group
Role
A Client First Certified Financial Planner Professional
Location
Kitchener, Ontario, Canada
Company size
79 employees

Who is Brad Thompson, Cfp®, Ris? Overview

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Quick answer

Brad Thompson, Cfp®, Ris is listed as A Client First Certified Financial Planner Professional at Educators Financial Group, a company with 79 employees, based in Kitchener, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Brad Thompson, Cfp®, Ris.

Brad Thompson, Cfp®, Ris previously worked as Certified Financial Planner Professional at Educators Financial Group and Financial Planner at Kindred Credit Union. Brad Thompson, Cfp®, Ris holds Business Administration - Marketing, Business from Sheridan College.

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Email format at Educators Financial Group

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Educators Financial Group

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Profile bio

About Brad Thompson, Cfp®, Ris

As a Certified Financial Planner with over two decades of experience in various aspects of the financial industry, I am dedicated to assisting clients in achieving their personal and family financial goals. My approach involves providing expertise in areas such as retirement planning, income strategies, risk management, education planning, legacy considerations, financial education, charitable giving, and more. I am passionate, experienced, and committed to being a knowledgeable partner throughout my clients' financial journeys, prioritizing their needs and goals.

Listed skills include Banking, Relationship Management, Portfolio Management, Financial Services, and 42 others.

Current workplace

Brad Thompson, Cfp®, Ris's current company

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Educators Financial Group
Educators Financial Group
A Client First Certified Financial Planner Professional
toronto, ontario, canada
Website
educatorsfinancialgroup.ca
Employees
79
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Company profile
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6 roles · 22 years

Brad Thompson, Cfp®, Ris work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner Professional

Current
Educators Financial Group

Waterloo, Ontario, Canada

In my role at Educators Financial Group, I am accountable for delivering a superior client experience and results, aligned with our organization's Vision, Mission, Values, and Value Proposition. I build uniquely valued relationships with educational professions in the Waterloo Region, managing a book of $75 million. My responsibilities include delivering.

Oct 2022 - Present

Financial Planner

Kindred Credit Union

Elmira, Ontario

Providing holistic financial planning services and advise to members so they can confidently make financial decisions aligned to their values, grow and manage their hard earned savings, understand and plan for risks, education through ESG and financial topics, and to realize their and their families goals.

Jun 2018 - Oct 2022

Branch Manager

Bmo Financial Group

Guelph, Ontario, Canada

As a Branch Manager I was responsible for guidance, direction, and coaching employees to deliver exceptional service to BMO customers and prospects while growing customer reach and profitability through share of wallet. Supported sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and.

2013 - 2017 ~4 yrs

Financial Service Manager

Bmo

Toronto

2005 - 2008 ~3 yrs

Customer Service Representative

Bmo

Toronto, Ontario, Canada

2004 - 2005 ~1 yr
Team & coworkers

Colleagues at Educators Financial Group

Other employees you can reach at educatorsfinancialgroup.ca. View company contacts for 79 employees →

GB Grace Bi Grace Bi Colleague at Educators Financial Group Toronto, Ontario, Canada, Canada View → AG Alana Gould Alana Gould Colleague at Educators Financial Group Greater Toronto Area, Canada, Canada View → MC Mike Cunningham Mike Cunningham Colleague at Educators Financial Group Whitby, Ontario, Canada, Canada View → MG Mike Gavin Mike Gavin Colleague at Educators Financial Group Mississauga, Ontario, Canada, Canada View → CK Chris Knoch Chris Knoch Colleague at Educators Financial Group Canada, Canada View → PP Patti Passmore Patti Passmore Colleague at Educators Financial Group Vaughan, Ontario, Canada, Canada View → SM Sandra Mauro Sandra Mauro Colleague at Educators Financial Group Toronto, Ontario, Canada, Canada View → BL Brenda Lown Brenda Lown Colleague at Educators Financial Group Aurora, Ontario, Canada, Canada View → BP Bonnie Pang Bonnie Pang Colleague at Educators Financial Group Toronto, Ontario, Canada, Canada View → AM Ashanti Major Ashanti Major Colleague at Educators Financial Group Toronto, Ontario, Canada, Canada View →
3 education records

Brad Thompson, Cfp®, Ris education

Financial Planning, Investments, Compliance

Canadian Securities Institute (Csi)

Life License Qualification Program (Llqp), Insurance

The Financial Advisors Association Of Canada (Advocis)
FAQ

Frequently asked questions about Brad Thompson, Cfp®, Ris

Quick answers generated from the profile data available on this page.

What company does Brad Thompson, Cfp®, Ris work for?

Brad Thompson, Cfp®, Ris works for Educators Financial Group.

What is Brad Thompson, Cfp®, Ris's role at Educators Financial Group?

Brad Thompson, Cfp®, Ris is listed as A Client First Certified Financial Planner Professional at Educators Financial Group.

Where is Brad Thompson, Cfp®, Ris based?

Brad Thompson, Cfp®, Ris is based in Kitchener, Ontario, Canada while working with Educators Financial Group.

What companies has Brad Thompson, Cfp®, Ris worked for?

Brad Thompson, Cfp®, Ris has worked for Educators Financial Group, Kindred Credit Union, Bmo Financial Group, and Bmo.

Who are Brad Thompson, Cfp®, Ris's colleagues at Educators Financial Group?

Brad Thompson, Cfp®, Ris's colleagues at Educators Financial Group include Grace Bi, Alana Gould, Mike Cunningham, Mike Gavin, and Chris Knoch.

How can I contact Brad Thompson, Cfp®, Ris?

You can use AeroLeads to view verified contact signals for Brad Thompson, Cfp®, Ris at Educators Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Brad Thompson, Cfp®, Ris attend?

Brad Thompson, Cfp®, Ris holds Business Administration - Marketing, Business from Sheridan College.

What skills is Brad Thompson, Cfp®, Ris known for?

Brad Thompson, Cfp®, Ris is listed with skills including Banking, Relationship Management, Portfolio Management, Financial Services, Investments, Credit, Private Banking, and Finance.

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