Rock Thompson Financial Planning

Rock Thompson Financial Planning We exist to empower you to dream of and experience a significant positive impact in your community

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have been approved by but are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

Happy National Women's Equality Day!
09/02/2023

Happy National Women's Equality Day!

πŸ₯‚ Cheers to Matt on your four-year Rock-Aversary! πŸŽ‰ The joy you bring to the team is irreplaceable!
08/31/2023

πŸ₯‚ Cheers to Matt on your four-year Rock-Aversary! πŸŽ‰ The joy you bring to the team is irreplaceable!

πŸŽ‰ Wishing a fantastic birthday to the incredible Jan, head of the Joy Department! May your day be filled with joy, laugh...
08/28/2023

πŸŽ‰ Wishing a fantastic birthday to the incredible Jan, head of the Joy Department! May your day be filled with joy, laughter, and wonderful moments. Here's to another year of amazing adventures! πŸŽ‚πŸŽˆ

Tomorrow is National Women's Equality Day, so we are celebrating a day early with the empowered women of Rock Thompson F...
08/25/2023

Tomorrow is National Women's Equality Day, so we are celebrating a day early with the empowered women of Rock Thompson Financial Planning. πŸ’ͺπŸ‘©β€πŸ”§ Here's to breaking barriers, shattering glass ceilings, and forging a brighter future together! πŸŒŸπŸš€

πŸ‘΅ Celebrate National Senior Citizen Day by exploring valuable retirement advice. Check out this insightful article on re...
08/22/2023

πŸ‘΅ Celebrate National Senior Citizen Day by exploring valuable retirement advice. Check out this insightful article on retirement planning for a secure and fulfilling future: https://www.fidelity.ca/en/investor/investorinsights/planningforyourretirement/?gclid=EAIaIQobChMIq9m6jcrcgAMVxRGtBh3bgQG-EAAYASAAEgIG__D_BwE&ef_id=EAIaIQobChMIq9m6jcrcgAMVxRGtBh3bgQG-EAAYASAAEgIG__D_BwE:G:s&s_kwcid=AL!10784!3!610533050578!p!!g!!retirement%20advice!15112666022!130830645964&gad=1 πŸ’ΌπŸŒŸ

Celebrate πŸŽ‰ National Non-Profit Day by giving back to your community. Choose to volunteer 🀝 and make a meaningful impact...
08/17/2023

Celebrate πŸŽ‰ National Non-Profit Day by giving back to your community. Choose to volunteer 🀝 and make a meaningful impact. Together, we can create positive change. If you are looking for somewhere to volunteer, click the link for a list of non-profits in London: https://volunteerlondon.ca/nonprofit-organizations/

Embrace the tranquility of National Relaxation Day. πŸŒΏπŸ§˜β€β™‚οΈ Take a deep breath, unwind, and rejuvenate your mind and body....
08/15/2023

Embrace the tranquility of National Relaxation Day. πŸŒΏπŸ§˜β€β™‚οΈ Take a deep breath, unwind, and rejuvenate your mind and body. πŸ’†β€β™€οΈπŸŒΌ

"Grateful to TThe Focal Point Groupfor the lovely flowers and expert assistance in securing our perfect new office space...
08/03/2023

"Grateful to TThe Focal Point Groupfor the lovely flowers and expert assistance in securing our perfect new office space. Your support means the world to us!" 🌼🏒

Happy Four Year Rock-Aversary! "It is incredible it has already been four years since we opened Rock Thompson Financial ...
08/01/2023

Happy Four Year Rock-Aversary!

"It is incredible it has already been four years since we opened Rock Thompson Financial Planning. I am particularly fond of marking special dates and pausing to look back and reflect on blessings and challenges. It would be easy to spell out the hard stuff, we have shared a lot of the same difficulties and I hope we have learned well. But, still, I can confidently say it has been a remarkable period, filled with many beautiful moments with our clients and as a team. I am thankful to have the continued opportunity to learn and grow, express our deepest values, and do our best to serve with humility and grace. Thank you in particular to Matt, Sylvia, Jess, and Jan for helping us do our good work by giving your best every day." - Kate

🌍 Happy World Conservation Day! Let's protect our planet by conserving resources: reduce plastic use, save energy, suppo...
07/28/2023

🌍 Happy World Conservation Day! Let's protect our planet by conserving resources: reduce plastic use, save energy, support eco-friendly brands, and plant trees. Together, we can make a difference! 🌿🌎

πŸ“š Check out this insightful article from Investia on "Summer Vacation Budgeting" for 2023. Learn smart tips to plan your...
07/26/2023

πŸ“š Check out this insightful article from Investia on "Summer Vacation Budgeting" for 2023. Learn smart tips to plan your dream vacation without breaking the bank! πŸ–οΈπŸ’°

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111 Waterloo Street Unit 506
London, ON
N6B2M2

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Certified Financial Planner

My career as Certified Financial Planner started because of a strong desire to teach people the basics of money management and financial stewardship. Like most, I had not learned in school how money works for and against you or how to develop, and USE a budget. It seemed to me like a very simple, but missing part of living life well. It was the beginning of a passion to help families to make wise decisions with what they earn, to live below their means and become exponential savers and givers.

I learned this first by experience having started my own family young, and raising my two oldest children as a single Mum for many years. I know what it means to have more month than money, how to live on a single salary, make tough decisions, get out of debt, save for your first home, give and get more back than I could ever hope for! It was my foundation and learning time.

Over the past two decades I have been blessed with a wonderful husband, two more beautiful children and a whole new set of stuff to learn! How to work out his, mine, ours with kids going in all different directions and learning how to do it with love! This motivated me to continue my education and inspires what I share with you.

My loyalty and ability to coach people with their money is different from what a lot of my clients tell me they expect. It is a relationship – always evolving, changing and growing. Putting β€˜stuff’ or products in place is important but understanding why, is imperative.