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Iain A Thomson and Associates Inc
Financial Planner in Waterloo ON
Areas of Expertise | travel insurance | retirement planning | life insurance | health & dental insurance | rrsp, tfsa | family enterprise advising | business financial planning |
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Address
109 Erb St W
Waterloo, ON
N2L 1T4 -
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Map/Directions
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About
For over 28 years, we have been working closely with our clients to provide personal financial planning, business financial planning, specialized family enterprise advising, and group benefits. We are dedicated to helping our clients plan for their prosperity leveraging our expertise and knowledge in areas such as estate planning, retirement planning, investment management and wealth transfer. Our mission is to inspire our clients to create and achieve true wealth. Our goal is to provide a client experience that exceeds expectations. Our expertise, professional knowledge, integrity, and personalized service will enable us to become your most trusted adviso
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Hours of Operation
Mon - Fri 8:30AM - 4:30PM
Sat - Sun Closed
Holidays Closed