Mark Thompson

Portfolio Manager
RBC Dominion Securities

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Advisor Certification (RIAC)

At Thompson Private Wealth Management of RBC Dominion Securities we offer Full Service Wealth Management including customized ESG and SRI portfolios. In addition to Investment management we offer Financial Plans, Retirement Projections, Advanced Philanthropic services and Business Succession solutions. We also cater specifically to US Citizens living in Canada as well as Snowbirds.

Services Offered in RI
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
Minimum Account Size

$250,000+

Investor Type Dealt With

Individual

Institutional

Type of License

IIROC

Provinces Licensed In
  • Northwest Territories
  • Ontario
  • Saskatchewan
  • Alberta
  • British Columbia
  • Manitoba