LISA THOMPSON
Updated 30 days ago
10 South Front Street, 3rd Floor Belleville ON, K8N 2Y3
At Lisa Thompson Family Wealth, our mission is simple: to provide families, business owners, working professionals, and others in Belleville and beyond with sophisticated wealth and investment management solutions built on a foundation of honesty and transparency...
Lisa Thompson has been providing wealth management solutions to high net worth families and family owned businesses in the Quinte Region for over 20 years. Through a team based strategy, Lisa offers a holistic wealth management approach that includes financial planning, portfolio management, insurance and estate planning to help her clients meet their life goals.
Also known as: Lisa Thompson Family Wealth