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 committee member of the Financial Planning Association of Canada (FPAC) and run the Communications committee for that organization.

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.