Iain A Thomson & Associates Inc.

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Iain A. Thomson and Associates has been providing financial solutions for individual, group and business clients since 1987. We draw from a full complement of services to design complete financial plans that fit the specific needs of each client. We build solid, long-term relationships with our clients and deliver plans that take them from initial investments through to retirement and everything in between. Our personal, face-to-face process allows us to uncover your needs and assess your risks. Then we map out a strategy that matches your lifestyle objectives and lets you achieve your personal financial goals. At regular intervals we review your plan and wherever necessary we adjust it to accommodate the impact of any major or minor changes in your life.


109 Erb St W
Unit A
Waterloo,  ON
N2L 1T4

(519) 571-8787 (Voice)
(519) 571-1510 (Fax)



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Keywords

Keywords: Retirement Planning, Life Insurance, Employee Benefits, Group Benefits, Mutual Funds, RRSP's, RESP's, Segregated Funds, Travel Insurance, Critical Illness Insurance, Disability Insurance, Health Insurance, Financial Planning
Secondary category: Insurance Agencies and Brokerages (52421)
Number of employees: 5 to 9