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Work Desk

Latest Media Publications

As seen in...
Globe and Mail
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Nov 27, 2023

Helping clients take on the coast FIRE challenge

Advice-only financial planner highlights nuances, complexities from embracing radical retirement philosophy

Helping clients take on the coast FIRE challenge
Leo Almazora

Wealth Professional Magazine

Oct 30, 2023

With lower salaries and less remote work, the job market looks very different: ‘Now probably isn’t the best time to make a leap’

Jerome Jones inside his home in Chatham, Ont., on Oct. 27. Jones is looking for a new job and finding the market slower than previous times.

With lower salaries and less remote work, the job market looks very different: ‘Now probably isn’t the best time to make a leap’
Saira Peesker

The Globe and Mail

May 25, 2023

Case Study: Modern Cents

We had a great conversation with Andrea on her experience using SideDrawer as her client engagement tool for her advice-only practice. Andrea started Modern Cents about a year ago after working on Bay Street, and had to find a tool that addressed a number of her needs - efficiency, security, and client experience.

Case Study: Modern Cents
Sidedrawer

May 20, 2023

Can Alan, 53, generate enough dividend income to retire comfortably in seven years?

The Financial Facelift - Alan's long term goal is to increase his investment portfolio so that it generates $65,000 a year in dividends.

Can Alan, 53, generate enough dividend income to retire comfortably in seven years?
Dianne Maley

The Globe and Mail

May 5, 2023

Simply Your Money with Andrea from Modern Cents

Andrea has an amazing way of taking complex Money Matters and boiling them down in an easy to understand way. Today we chat with Andrea Thompson of Modern Cents on Navigating Cross-Border Finances and Teaching Your Kids About Money

Simply Your Money with Andrea from Modern Cents
Meghan Chomut & Lindsay Plumb

Money Stuff with Moms podcast

Mar 13, 2023

Beware TFSA pitfalls for non-resident Canadians

In some cases, closing accounts before moving abroad might make sense

Beware TFSA pitfalls for non-resident Canadians
Michael McKiernan

Investment Executive

Feb 16, 2023

3 Canadian Women Share Why—And How—They Retired Early

There has been a 25 percent increase during the pandemic in the number of women in their 50s and 60s leaving the workforce before they had initially planned. Here’s why

3 Canadian Women Share Why—And How—They Retired Early
Flannery Dean

Chatelaine Magazine

Nov 29, 2022

The TFSA contribution bump: a mountain or a molehill for financial planning?

Ontario-based financial planner weighs in on how inflation has impacted savings, taxes, and debt for ordinary Canadians

The TFSA contribution bump: a mountain or a molehill for financial planning?
Leo Almazora

Wealth Professional Magazine

Oct 29, 2022

Can Luna, 68, retire next year and keep her home, without having to downsize?

The Financial Facelift

Can Luna, 68, retire next year and keep her home, without having to downsize?
Dianne Maley

The Globe and Mail

Oct 19, 2022

How to quell recession fears with younger clients

Now is also the time to review short-term financial goals with clients, says an advisor.

How to quell recession fears with younger clients
Leah Golob

Globe Advisor

Sept 19, 2022

How To Get Unbiased Financial Advice

In the world of finances, there is almost always quite a large knowledge imbalance between the client and the provider. So how can we try to get unbiased financial advice? How do we know if the person helping us has our best interests in mind, or is just looking to bag a commission, regardless of the impact on our finances?

How To Get Unbiased Financial Advice
Jessica @ Canadian Budget

Canadianbudget.ca

Aug 30, 2022

'Advice-only' advisor targets an underserved market

Andrea Thompson wanted to make financial planning available to “average Canadians.” So, she launched her virtual firm, Modern Cents, this year

'Advice-only' advisor targets an underserved market
Leah Golob

Investment Executive

May 20, 2022

How runaway inflation is affecting the income needs of ‘FIRE’ adherents

People looking to FIRE should have their plans stress-tested for “potential what-ifs," including market downturns like we’re experiencing now.

How runaway inflation is affecting the income needs of ‘FIRE’ adherents
Brenda Bouw

The Globe and Mail

May 19, 2022

Meet Andrea Thompson, Founder of Modern Cents in Bloor West Village, Swansea and Runnymede

Andrea Beitel, your local Realtor with Cloud Realty and the Gilmore Property Group, chats with Andrea Thompson, founder of Modern Cents, a financial advising company that features fee-for-service advice with no tied selling.

Meet Andrea Thompson, Founder of Modern Cents in Bloor West Village, Swansea and Runnymede
Andrea Beitel

Parkbench

Feb 8, 2022

What will it take to make fee-for-service planning more available?

Andrea Thompson, founder of Modern Cents, weighs in on what can drive the future of fee-based planning

What will it take to make fee-for-service planning more available?
Leo Almazora

Wealth Professional Magazine

Feb 2, 2022

How one advisor made the leap into fee-based financial planning

A decade after she first considered launching her own practice, Andrea Thompson is looking to address an underserved market

How one advisor made the leap into fee-based financial planning
Leo Almazora

Wealth Professional Magazine

May 15, 2021

How can Justin and Nicole map out their financial future and set aside enough savings to serve as a pension plan?

The Financial Facelift

How can Justin and Nicole map out their financial future and set aside enough savings to serve as a pension plan?
Dianne Maley

The Globe and Mail

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