Thompson Valley Financial Solutions

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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Let's work together

Making good decisions is the key to achieving lifetime financial security and I’ll help you along the way. We’ll work together by:


  • assessing your current financial situation,
  • setting achievable goals,
  • developing a realistic approach to meet those goals,
  • helping you work toward your goals and
  • helping you revise that approach as your needs change.


Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.

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Stay informed

See more articles
Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.
Wealthy Canadians sour on state of economy in wake of capital gains tax changes, poll finds

Wealthy Canadians sour on state of economy in wake of capital gains tax changes, poll finds

Only 31% of Canadians in the highest-income group think the economy is moving in the right direction. What are your thoughts on this?

How pre-authorized contribution plans (PAC) can help you reach your financial goals

Need content to better understand the financial landscape? I have valuable resources for you.

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

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