Expertise:
Investments; Sales; Marketing
Affiliations Awards:
Program Planning Committee (2008-2011); Chairwoman, Banff School (2005); The Financial Advisors Association of Canada
Number Of Years In Profession:
33
Number Of Years In Current Position:
21
What Does He/She Attribute Success To:
She attributes her success to having no fear, strong relationships, empathy, integrity and wanting to leave people something of value after meeting her.
Why did you become involved in your profession or industry?:
She became involved in her profession because she had a banking background and was introduced to it through a colleague. She got her licenses and learned the industry. She is education driven, has passion and enthusiasm and likes to see others succeed.
Position Responsibilities and Duties:
Overseeing business development in western Canada; Working with principals and with first point of contact in the firms; Developing a strategic plan for them; Conducting seminars and presentations to large audiences on life insurance, critical wellness and other products; Meeting one-on-one with individual brokers and trade information; Supporting a team in Toronto
Education Certifications:
Certification in Administrative Secretarial Work, Northwest Regional College (1978); Chartered Financial Consultant; Chartered Life Underwriter; Canadian Health Specialist
Where Will You Be In 5 Years:
In five years, Ms. Thomson hopes to attain a significant management role with the ability to lead and have a good, solid team. She wants to make a difference in a nonprofit or in her industry.