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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.

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

Andrea has an amazing way of taking compex 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

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

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

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

The Financial Facelift

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

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?

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

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

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.

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

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

The Financial Facelift