Chris Thompson, BA, CFP®, CIM – Senior Investment Advisor, HollisWealth, a division of Industrial Alliance Securities Inc., Insurance Advisor, Hollis Insurance
I am 55 years old, married for 27 years, to Julie and have three children, Andrew 23, Nicole 21 and Matthew 17. I have resided in Oakville for the past 23 years and spent my childhood growing up in Dundas. My oldest two children are graduating from Fanshawe College and Wilfrid Laurier University this spring and my youngest son is finishing grade 12 in Oakville. I have had a passion for golf from a young age, when my Dad joined me as a junior member at Hamilton Golf & Country Club. 2019 was my 45th year as a member and I served as the Club’s Golf Captain in 2018 and chaired two committees for the Canadian Open in 2012 and 2019.
Education and Work Experience
I did my post-secondary education at Western University, in London. Before starting in the investment business, I worked for Canadian Tire and Xerox Canada. At age 29, in April 1994, I opened the Hamilton office of Ross Dixon Financial Services. That franchise was acquired in 2002 by Dundee Wealth Mgmt. In 2012, Dundee was acquired by Scotiabank and we were renamed HollisWealth in 2013. In 2017 HollisWealth was sold to Industrial Alliance, the fourth largest insurance company in Canada. Along with my BA from Western in 1986, I become Mutual Fund licenced in 1994, the Branch Manager licence in 1995, my Insurance Licence in 1997, my Certified Financial Planner (CFP®) designation in 2001, my Securities Licence in 2004 and my Certified Investment Manager (CIM) designation in 2007. In order to retain these designations and licences I must complete 30 hours of continuing education annually.
I consider myself very knowledgeable and experienced in the field of pre-retirement planning and post-retirement income planning. Together, we need to determine where all your sources of income are going to come from and how long they will last. In your retirement years, we need to determine your risk tolerance for different investments and what your “magic” number is. In other words, what do you need to earn on your money to make your retirement work for you? Investing pre-retirement and post-retirement requires two very different strategies and not getting them right can lead to your money running out before you do. I have special skills for those people working with defined benefit and defined contribution pension plans. I was part of a team that ran retirement seminars at Hamilton Health Sciences for many years and many of my clients come from there and Dofasco. I am best engaged when clients have a minimum of $100,000 of investable assets.
Get In Touch
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HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
This is not an official website or publication of HollisWealth and the information and opinions contained herein do not necessarily reflect the opinion of HollisWealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by Industrial Alliance Securities Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Insurance products provided through Hollis Insurance.