Members

Andrea Thompson

Toronto
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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Andrea Thompson

Member Bio

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Providing advice only financial planning for fee-conscious Canadians and US taxfilers living in Canada. I work with other professionals to ensure a coordinated approach.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Crossborder Planning (US/Canada)
Divorce
Estate Planning
Executive Compensation
Financial Planning
Insurance Planning
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)
CLU

Compensation Models

Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations

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Education

University

Assets Under Management

Practice Size

2 to 5

Investment License

None

Provinces Licensed (Investment)

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