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.
Archives: Company Profiles
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McMaster University
McMaster is one of the top 100 universities in the world. Building on our rich history, we’re an innovative education and research community committed to discovery and improving the world around us.
At McMaster, we collaborate across disciplines to solve some of the world’s toughest challenges, working together to improve people’s lives and contribute to our global knowledge base.
Seth Sherwood
Louis Charles Prefontaine
Wealth management group
La Fiducie globale de placement Université Laval – Fondation de l’Université Laval
Embark Student Corp.
Education savings is our passion, and at Embark, it’s all we do. As Canada’s education savings and planning company, we’re blazing a trail – simplifying the path with industry-leading tools, advice and tailored investment plans that make the difference between dreaming and doing.
With $6.1 billion in assets under management, we manage over 500,000 RESPs for our customers, and each year approximately 60,000 students attend post-secondary school with the help of one of our plans.
Premsai Karampudi
Michael Higgins
For more than 20 years, Mike and his team have worked with individuals, families and institutions to preserve and grow their wealth in a prudent and responsible manner. We take a comprehensive approach to wealth management; one that is responsive to our clients’ needs and reflects their beliefs and ethics. The result is a wealth management philosophy that provides our clients with the comfort they seek and the income they need.
Our clients understand the need to provide for their goals today, but also see the importance in considering the next generation when it comes to managing their wealth. Whether it’s providing for loved ones or the charitable causes dear to them, our clients can be confident their wealth management plan ensures the legacy they want to leave
Kimberly Beaton
Kimberly believes that successful wealth management begins with helping clients to understand their goals, not just in financial terms, but in life terms. Her primary objective is to build long-term wealth for her clients. To this end, she builds her clients financial plans and investment strategies aligned with their values to put them on a path to achieving their goals and finding financial security. Risk management through responsible investment is an integral part of her investment philosophy.
Kimberly has over 15 years of experience in finance and economic policy. Prior to joining Scotia Wealth Management, she spent almost ten years at the International Monetary Fund where she advised countries on policies to foster economic and financial stability. Notably, she served as Senior Advisor to the Executive Director for Canada, Ireland, and the Caribbean, in which capacity she contributed to Canada’s global policy leadership. Kimberly also worked for several years at the Bank of Canada where she was the senior economist working on the United States at the height of the financial crisis. She holds a Master of Arts in economics from Queen’s University and a Bachelor of Commerce, Honours Economics (First Class) from Saint Mary’s University.