Andrea Thompson

I've spent more than two decades on Bay Street as a career financial planner, a licensed investment advisor, and an insurance advisor. Wearing all of these hats gave me perspectives I draw on every day — I understand how investments, risk, and protection actually fit together in a real person's life, and that lets me counsel clients with the full picture rather than just one piece of it.

After starting my own family in 2018, I struggled to find the right balance between work and family life. I realize that many others are in the same camp, and don't have a lot of time to attend to their own priorities. The journey of a parent teaches you that life is no longer about you.

My mission is to provide financial guidance and education to empower Canadians to make their personal finances a priority, in a simple, low friction, minimalistic way. I want to empower you to become more confident and engaged with your finances, and yourself, over time. Most importantly, I believe that developing a relationship with you is key to long term financial success so that you are understood, valued and respected — no matter how much money you have, what you earn, or who you are.

To give back to the profession that I feel gives so much, I am a current volunteer, former board member and founding member of the Financial Planning Association of Canada (FPAC) and run the Communications committee for that organization. I am also a volunteer for FP Canada, the licensing body of the CFP designation, where I assist in supporting students through their learning journey towards obtaining their CFP or QAFP designations. In the past, I have also volunteered to both write and mark the CFP exams for FP Canada several times, which has been one of my most enjoyable professional volunteer opportunities!

Personally, I'm the mom of 8 year old twins (boy-girl) and they are my #1 priority! They keep me on my toes and help to ground me (as all kids do)! As well, I cofounded a dance performance company in 2010, Momentum Dance Toronto, of which I'm currently a board member, dancer and choreographer. I also enjoy purposeful travelling, hot yoga, cross stitching, long walks with my husband, trying to grow my own vegetables and cooking.