WELCOME TO ROCK THOMPSON PLANNING

My journey in the financial planning world started with my family’s financial challenges. Like most, I had not learned money basics in school. Born out of necessity when faced with raising two small children on my own, I read and learned everything I could about money management and good stewardship. From this a career was born. Decades later, (time does fly) my family has grown and so have the opportunities to help others. It remains a passion to help people make wise financial decisions that align with their values and dreams. My approach is to teach, coach, and take what might be overwhelming and create a logical, achievable plan.

This is a relationship, always evolving and growing with you. Together we navigate the everyday and unexpected financial changes that arise. It is not always easy but it can be fun (really!) as we walk this road together.

I look forward to the opportunity to get to know you and help you see what you can accomplish.

  • We believe it is possible to live GENEROUSLY

    using our money, abilities, time, energy, and opportunities for the good of others.

  • We believe in COMMUNITY

    and focus on meeting the needs of our most vulnerable persons.

  • We believe in COLLABORATION

    and look for strategic partnerships with like minded professionals.

  • We believe that COACHING

    can have a significant positive impact for creativity and change.

  • We believe financial planning can be FUN

    and has the power to create a life we really will enjoy.

TESTIMONIALS

Trans World Radio has partnered with Kate Thompson since 2010. Kate carefully manages our organizational investments within the parameters of our own investment policy. She also manages the group retirement savings plans for our staff and missionaries going the extra mile to accommodate those who live and work in different time zones and countries around the world. Kate is particularly effective at explaining concepts simply, and putting anxious minds at ease.

Dan Reese
Trans World Radio Canada

Our Daily Bread Ministries Canada has been working with Kate Thompson for many years now and has found her professionalism and insight to be of the highest standard. Kate understands our needs and how we operate, is able to give advice on investments based on our investment policy, maintains consistent contact with our organization, and attends to the individual needs of our staff retirement program. Kate is able to quickly access information we request and is always able to get answers for the questions we have. We have found our investment portfolio to be well taken care of with Kate and have been impressed with how easy and friendly Kate is to deal with no matter what our need.

Brent Hackett,
Executive Director/CEO – Our Daily Bread Ministries Canada

We started working with Kate in 2007 shortly after we were married. Early on she helped us establish short term and long term savings goals through products we were comfortable with. Kate also set us up with insurance coverage that was affordable and appropriate for where we were. Since having children we’ve worked with Kate to make sure our kids will have financial help with thier educations. There was zero hesitation to move with Kate into her new venture. What we appreciate most about Kate and her team is they are real people that treat us like real people. There is never any pressure to do anything we are not comfortable with. We are always met with friendly, practical advice that has only helped advance our lives.

Derek and Stephanie Gyssels
Clients

FULL SERVICE FINANCIAL PLANNING

PERSONAL AND CORPORATE INVESTMENT SOLUTIONS

We match investment solutions to your short and long-term plans helping you achieve your financial goals. All solutions are tailored to the risk tolerance and governance structure of the individual or corporation.

PERSONAL AND CORPORATE INSURANCE SOLUTIONS

We create customized insurance solutions to cover your lifestyle and debt obligations, thereby protecting those you love. Corporate solutions are specifically designed for business owners needing insurance for key persons, partnership succession and buyouts.

ESTATE CREATION AND PRESERVATION

Establishing your legacy, together we build strategies that provide for your estate dreams with safe, tax-effective and easy to maintain solutions.

GROUP BENEFITS AND RETIREMENT SERVICES

Working with business owners we design a program that protects their staff and their families in the short term with group benefits and long term with retirement solutions.

WHO WE ARE

Kate Thompson

Certified Financial Planner (CFP)

  • Certified Professional Consultant on Aging (CPCA)

Mutual funds provided through FundEX Investments Inc.

Kate has over 25 years experience in the financial planning industry. It has always been her passion to help others make wise decisions with what they earn, to live below their means and become exponential savers and givers. Her ability to coach people with their money is, at its core, a relationship – always evolving, changing and growing. Kate has volunteered for 10 years with FP Canada, has volunteered for numerous years with local non-profits and serves as the Compassion Coordinator at her church.

MATTHEW THOMPSON

Managing Partner

  • Honours Bachelor of Mathematics / Business, focus in Risk Management and Insurance
    – University of Waterloo

Matt has worked at two consulting houses and one insurance company over his career in the group benefits industry. Most recently he held the role of Director Operations & Finance for an international charitable organization. Blending these skills and experiences, Matt has joined Kate to serve their clients and staff well. Matt is a co-parent with Kate of four grown children and two grandchildren who he deeply loves. He has enjoyed serving on musical teams at his church for the past 22 years. It is Matt’s desire to see family, friends, colleagues and clients alike realize their potential and have a significant positive impact on those around them.

HALEY THOMPSON

Licensed Assistant

  • Bachelor of Management and Organizational Studies (BMOS), Honours Specialization in Non-Profit Management – Western University

Mutual funds provided through FundEX Investments Inc.

Haley is passionate about serving clients well and providing personalized and intentional customer service. Since 2015, Haley has had the privilege of building client relationships and assisting Kate in various capacities. Haley is deeply interested in volunteering in her community and has served at her church as a small group leader and on worship teams for many years. Born and raised in London, Ontario, Haley has a deep love for the city and the families and communities within.

JAN JENKEN

Executive Assistant

Over the course of her career, Jan has had a key role in sales teams within the insurance industry. Various elements of her roles have included support and management of small to regional offices. She enjoys coaching and supporting sales representatives and administrators to success. Jan’s experience and positive attitude allow her to provide exceptional support to clients and coworkers. Jan is interested in fashion, arts, and interior design. She enjoys sharing the country life with her husband Ray and finds the greatest joy in the loves of her life…her children and grandchildren.

CONTACT US

We are located at:

120 Wellington Street, Unit 102
London, Ontario N6B 2K6

T 519 488 6514
F 833 568 4455

Note for driving to our office:
If you’re travelling south on Wellington towards our office, make a left on Hill St. to get access to our parking lot. There is a median on Wellington that will prevent you from being able to turn directly into our main enterance.

Please feel free to drop us an email!