Your Partners.

Experience the Assante Advantage

We strive for authentic client partnerships that are centered on shared values, built on trust, and dedicated to helping you achieve your goals. Each of us brings a unique perspective and set of skills to the table.

Click on our names to read our stories.

ERIC THOMSON

Senior Financial Planning Advisor

CI Assante Wealth Management Ltd.

ERIC THOMSON

Senior Financial Planning Advisor

CI Assante Wealth Management Ltd.

CHRIS WINROW

Senior Financial Planning Advisor

CI Assante Wealth Management Ltd.

CHRIS WINROW

Senior Financial Planning Advisor

CI Assante Wealth Management Ltd.

ROB FRY

Senior Financial Planning Advisor

CI Assante Wealth Management Ltd.

ROB FRY

Senior Financial Planning Advisor

CI Assante Wealth Management Ltd.

SHIV MOHAN

Associate Financial Advisor

CI Assante Wealth Management Ltd.

SHIV MOHAN

Associate Financial Advisor

CI Assante Wealth Management Ltd.

MATHEW PEPIN

Associate Financial Advisor

CI Assante Wealth Management Ltd.

MATHEW PEPIN

Associate Financial Advisor

CI Assante Wealth  Management Ltd.

We collaborate with a talented, multidisciplinary network of professionals who are dedicated to you and enhance our team.

Kerry Colnar

Office Manager

kcolnar@assante.com

Bev Maynard

Administrative Team

Primary to Eric Thomson

bmaynard@assante.com

Sara Ranger

Administrative Team

Primary to Rob Fry

sranger@assante.com

Patti Forsyth

Administrative Team

Primary to Chris Winrow

pforsyth@assante.com

Julie Gauthier

Client Services Manager

julie.gauthier@assante.com

Natasha Denis

Administrative Team

Primary to Eric Thomson

ndenis@assante.com

Jennifer Tremblay

Administrative Team

Primary to Shiv Mohan

jenniferntremblay@assante.com

Focused on Clients. Dedicated to Family. Committed to Community.

— Ted Thomson

Our Legacy

For almost 60 years, our clients’  success has come from the time and care we dedicate to understanding who you are and what you aim to achieve.

Ted Thomson entered the financial services industry in 1965 with the belief that everyone deserved to have access to honest, reliable and trustworthy financial advice.

Ted would tell all who would listen, “You need to invest in your future, provide for your loved ones and give back to your community”.

Over time, Ted’s mission evolved from a sales-focused business to a service-oriented firm. Today, Thomson Financial Partners prioritizes our clients’ experience at the forefront of everything we do.

We’re proud to be a multi-generational firm continuing to serve original clients, their children and now their grandchildren as well, and, we remain committed to Ted’s core beliefs…