Sonia Thompson - DFSIN
Sonia Thompson, CFP
- Branch Manager - Mutual Funds
- Life and Health Insurance Advisor
Helping you achieve your financial well-being.
As a proud partner in my clients’ financial success, and I have always valued relationships based on honesty and trust.
I am a Certified Financial Planner professional. I also hold several titles, including Branch Manager – Mutual Funds, and Life and Health Insurance Advisor, which ensure that I can provide you with expert advice you deserve.
The clients’personal values, needs and preferences are what guide me when I propose the best possible solution(s) for my clients. My goal is to buid a long term business relationship on confidence and mutual respect.
My mission is to provide sound advice and help my clients achieve their financial security goals by listening to their priorities and aspirations. Helping to identify short and long term needs and develop a suitable financial security plan, keeping in mind the clients’ risk tolerance and the wide variety of solutions available in the marketplace. Together, my clients and I take the necessary steps to determine their priorities, while respecting their values, aspirations and budget.
To meet that commitment, I stay on top of all the latest developments in the area of financial services and update my knowledge continually so that I can continue to offer sound advice with my clients’ expectations in mind.
I have decided to associate myself with Desjardins Financial Security Independent Network, a major distribution network of financial products and services that gives me all the support I need to provide the excellent service my clients expect. A subsidiary of Desjardins Financial Security – a leader amongst Life and Health Insurers in Canada, Desjardins Financial Security Independent Network and its Quebec network counterpart SFL – have over 1,300 partner representatives and more than 40 financial centres from coast-to-coast.