Media
Money Stuff by Moms, May 5, 2023Radio/Podcast
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
The Globe and Mail, January 15, 2024Online
Comprehensive vs. targeted financial plans – advisors weigh in
Globe Advisor, March 11, 2024Online
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
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?
Beware TFSA pitfalls for non-resident Canadians
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
An investor with a unique look at diversification
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.