Ms Andrea Thompson, CFP, CRPC (US), CLU, CHS, CCS

Founder & Certified Financial Planner, Modern Cents

Financial planning, Cross border financial planning, advice only financial planning, fee for service financial planning, fee only planning, financial planner, financial literacy

Media

Money Stuff by Moms, May 5, 2023Radio/Podcast

URL: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5saWJzeW4uY29tLzQ1NTU2Mi9yc3M/episode/OGNmNWUyNmQtZDc3OC00MTY1LTlhMzctNDUzMGQzNzIwMjEz?ep=14

Andrea has an amazing way of taking complex Money Matters and boiling them down in an easy to understand way. Today we chat with Andrea Thompson of Modern Cents on Navigating Cross-Border Finances and Teaching Your Kids About Money

Budgeting for a cross-country move takes preparation and flexibility

Why some young people are ‘soft saving’ – and what that means for their future

Comprehensive vs. targeted financial plans – advisors weigh in

Globe Advisor, March 11, 2024Online

URL: https://www.theglobeandmail.com/investing/globe-advisor/advisor-practice/article-comprehensive-vs-targeted-financial-plans-advisors-weigh-in/

Some clients may be overwhelmed if advisors roll out a comprehensive plan all at once.

Tax return software makes filing easy, but knowing when to hire a professional is key

The Canadian press, March 18, 2024Online

URL: https://www.ctvnews.ca/business/tax-return-software-makes-filing-easy-but-knowing-when-to-hire-a-professional-is-key-1.6811510

With the advent of self-filing software, the majority of people are able to file their own taxes without professional guidance, or the cost that goes along with it. But the key is understanding when to recruit extra help.

Can Alan, 53, generate enough dividend income to retire comfortably in seven years?

How can Justin and Nicole map out their financial future and set aside enough savings to serve as a pension plan?

What are the tax consequences of real estate joint ownership when one owner dies?

What 70-somethings expect from their advisors

Biography

Andrea Thompson is an advice-only cross border (Canada/United States) financial planner. She provides financial guidance and education to empower Canadians to make their personal finances a priority, in a simple, low friction, minimalistic way. After spending two decades on Bay Street at a major wealth management firm, she decided to focus on providing guidance to clients on a transparent, advice-only basis. People work with her to seek unbiased advice and guidance for their personal financial lives. Thompson has experience helping Canadians who have US ties, citizenship or who have worked in the US to understand the complications that exist with their cross-border wealth picture. As well, she works with many Canadian families, who have various levels of complexity, to navigate distinct stages of their lives, from home purchases to divorces, from job changes to retirement, and through health challenges and sudden losses.

Recognition/Reconnaissance

Top 40 under 40 nominee 2019 | Professional

Expertise

  • financial planning
  • cross border financial planning
  • advice only financial planning
  • fee for service financial planning
  • fee only planning
  • financial literacy