Andrea Thompson spent over a decade working with advisors and their clients at Raymond James before joining the Portage Wealth team in 2014.
Andrea has pursued higher education throughout her career, beginning with an undergraduate degree from McMaster University. She now holds a number of industry designations, including Certified Financial Planner, Chartered Life Underwriter, Certified Health Specialist and Certified Divorce Financial Analyst. She is also a registered representative in Canada, a licensed securities representative in the U.S., and life insurance specialist in Canada.
She is a member of Advocis®, a national association for financial planning professionals, and is always looking for new ways to heighten her expertise in multiple areas of financial planning, so that she can help develop comprehensive plans for clients.
- Creating comprehensive, modular wealth management plans
- Working with and educating clients on all financial related matters
- Implementation of all non-investment planning strategies (insurance, bank financing, actuarial and structural work)
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
Raymond James is not affiliated with the above organizations and/or charitable causes.