For over 30 years, we have been working closely with our clients to provide personal financial planning, business financial planning, specialized family enterprise advising, and group benefits. We are dedicated to helping our clients plan for their prosperity leveraging our expertise and knowledge in areas such as estate planning, retirement planning, investment management and wealth transfer.

Our mission is to inspire our clients to create and achieve true wealth. Our goal is to provide a client experience that exceeds expectations. Our expertise, professional knowledge, integrity, and personalized service will enable us to become your most trusted advisor.

We invite you to explore our website to learn more about how we can help you and look forward to the opportunity of connecting with you to discuss your financial goals and developing an integrated plan to achieve them.

Our Financial Planning Services

Diagram showing four stages of personal financial planning.

Planning your future is more than buying an insurance policy and investing in an RRSP. Iain A Thomson and Associates has the experience, knowledge, and commitment to providing you with a plan that has flexibility to fit the changes in your life.

Stage 1: Early Accumulation
Stage 2: Rapid Accumulation
Stage 3: Financial Independence/Retirement
Stage 4: Conservation/Distribution

Meeting to discuss a financial business plan.

A well-executed financial plan that protects the business and the individuals in key roles is essential to the foundation of the business today and on into its future. At Iain A. Thomson and Associates Inc., our expertise can help you create a financial security plan that meets your specific needs and unique operations.

Family involved in a multi-generational family operated business.

About one third of family entrepreneurs are planning to transition leadership of their businesses and wealth in the near future. Over 90% expect or desire this transition will be to a son, daughter or other family member. It is one of the most important challenges facing family enterprises. Here's how Iain Thomson, a FAMILY ENTERPRISE ADVISOR™ certificant can offer a higher level of expertise in this area.

Conceptual image: A trusted advisor holding people in his caring hands.

When designing a Group Benefits Plan, it’s essential that it meets the unique needs of your business. All too often, this is not done effectively. Iain A. Thomson and Associates Inc. uses a distinct process to make sure your plan is properly designed to meet your needs. We work with you to ensure it continues to meet your needs as your business evolves and grows.

Health & Dental Insurance

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