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.


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



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.


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.


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


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.


Kate Thompson

Certified Financial Planner (CFP – 2009)

  • Certified Professional Consultant on Aging (CPCA – 2017)
  • Elder Planning Counselor (EPC – 2021)
  • Chartered Financial Divorce Specialist (CFDS – 2021)
  • Responsible Investment Association (RIA – 2022)

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

Kate has over 28 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 with FP Canada and for numerous years with local non-profits.


Managing Partner

  • Honours Bachelor of Mathematics / Business, focus in Risk Management and Insurance
    – University of Waterloo
  • Group Benefits Associate (GBA – 2001)

Matt has worked at both consulting houses and insurance companies over his career in the group benefits industry. He also held the role of Director Operations & Finance for an international charitable organization. Blending these skills and experiences, Matt joined Kate to serve their clients and staff well. Matt is a co-parent with Kate of four grown children, all of whom are married, and six grandchildren whom he deeply loves. 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.


We are located at:

506-111 Waterloo Street
London, Ontario N6B 2M4

T 519 488 6514
F 833 568 4455

Click here if you are looking to access the Wealthview client portal.

Note for driving to our office:
If you’re travelling south on Wellington towards our office, turn left on South street and then left on Waterloo to access our parking lot.

Please feel free to drop us an email!

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