We work with affluent families and their trusted advisers, using a consultative approach to provide tailored wealth management solutions to protect family legacies and allow for an orderly and tax-efficient transition of wealth for future generations
Province Licensed In: Manitoba
Simon Bowers
Private Wealth Portfolio Manager
William (Bill) Coughlan
We have a small office in Bedford where I have built my business working with clients in understanding their concerns, objectives and goals while developing solutions for what is important to them as their life changes occur.
I speak in terms that you can understand and relate to rather than language that will confuse you even more. I am not here to sell you anything but rather to guide you in achieving your goals. I am transparent and will tell you if something is achievable or not.
I am a firm believer in continuous learning so I can evolve and improve within our ever changing environment. I have earned my Certified Financial Planner, Certified Executor Advisor & Responsible Investment Specialist designations as well as a Bachelor of Commerce from SMU.
We meet clients with in-person or virtual appointments and can utilize our secured system to send and receive documents electronically.
Michael LeBlanc
Dylan Spence
We take complex issues and make them simple.
Kim Anh Chau
Jeffrey Yopyk
My passion is education; my goal with each meeting is to teach you something new about the financial industry. Making sure you understand your options before making an informed decision is what I do. I understand there is no “one-size-fits-all” approach to financial planning, so I provide recommendations customized to your unique situation.
Craig Golightly
John De Vincenzi
Whether you’re looking for personal wealth management for yourself, your family or your business, we have the knowledge and expertise to help you achieve your goals. We are backed by the extensive resources of RBC Dominion Securities, RBC Royal Bank and our wealth management partners.
We help navigate our clients through the challenges of retirement planning, estate planning, pension transfers and education savings. We work together to create a personalized financial plan today, which puts you in the best position to succeed in retirement.
Mark Thompson
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.