Our Philosophy

As independent financial consultants, our philosophy is to respect our clients' personal preferences and needs, and to encourage a greater understanding of the financial fabric of their lives. Read more

Our Approach

When we begin working with a new client, we first develop a financial plan*. This comprehensive document becomes the blueprint for portfolio construction. Read more

Our Mission

The mission of Thomson Financial Management is to build and protect our clients' wealth by implementing effective investment options, thus helping our clients to achieve their goals and live the lives they desire. Read more

Our Team

Client Services Manager

Since 2011, Melissa has been an integral part of the Thomson Financial team, preparing the reports and financial plans...

Client Services Associate

Since joining Thomson Financial Management in 2005, I’ve enjoyed being the initial point of contact for clients and...

Client Services Associate

Yolanda is responsible for supporting the entire client service team. She is the first point of contact for clients,...


Eva's career in finance has spanned twenty-five years, and led to her founding Thomson Financial in 2002. Her job...

Ready to take the next step?

We offer a complimentary initial meeting where we will discuss your needs and determine whether we are a good fit.

Learn More Contact Us Take a Risk Analysis