Our Beliefs
Sharing what we believe helps others understand who we are.
Thomson Allison Financial Solutions is registered through Investia Financial Services Inc., a mutual fund dealer and subsidiary of IA Financial Group.
As an independent advisory office, we have the luxury of being guided by our beliefs. We believe good financial advice is ultimately about character, not just competence. It’s about trust that’s earned, wisdom that’s shared, and relationships that last longer than market cycles. These beliefs guide the way we listen, plan, and serve.
We believe money is a means, not a measure.
Wealth is a powerful tool — but it’s not the goal. We see money as a means to create stability, opportunity, and generosity. It should serve people, not define them. Our role is to help clients use their resources to build lives of meaning, not just balance sheets of success.
We believe alignment builds trust
The foundation of true financial advice is shared interest. We are paid only by our clients — not by investment companies or commissions — so our guidance is free from outside influence. When advisors and clients sit on the same side of the table, decisions become clearer, advice becomes purer, and trust becomes unshakable.
We believe in the power of trusted advice and enduring relationships.
Sound financial advice isn’t a transaction — it’s a relationship built over time. The best outcomes come from trust, shared understanding, and the confidence that someone is genuinely looking out for you. We measure our success not by numbers alone, but by the depth and longevity of the relationships we build.
Meet Our Team
Craig Allison
PRESIDENT
B. Comm - University of Saskatchewan
MBA - Queen’s University
CFP - FP Canada
Craig is the President and lead advisor at Thomson Allison Financial Solutions. He joined Thomson Allison in 2015 after 14 years with a global investment company and another eight as the Director of Marketing at a financial software company.
Craig earned his Bachelor of Commerce from the University of Saskatchewan, his Masters of Theological Studies from Tyndale Seminary and his MBA from Queen’s University. He also holds the Certified Financial Planner® (CFP) designation.
Kim Battler
ASSOCIATE
B. A. Conestoga College
Kim Battler is an Associate at Thomson Allison Financial Solutions. She is responsible for client engagement - working closely with clients and our team to connect them to our financial solutions. Prior to joining Thomson Allison in 2018 she managed accounting at a farm equipment dealer.
Kim earned her Bachelor of Arts at Conestoga College.
Val Dimond
ASSOCIATE
Val joined our team in 2024 and is responsible for accurate and timely processing of client instructions. Before joining our team, Val gained industry experience through a major insurance company.
In her personal time, Val is an avid traveler.
Mark Allison
CHIEF SUSTAINABILITY OFFICER (CSO)
Mark joined our team in 2020 following a long and distinguished career washing dishes at the Crossroads Restaurant in Elmira. He leads our Corporate Sustainability Office - focusing on recycling, trash removal and (especially) emptying the dishwasher every Friday morning. Mark is an enduring and charismatic part of the Elmira community who actively participates in floor hockey, baseball and Friendship Club.
Mark is a graduate of Bluevale Collegiate.
Our History
1968
Roy Thomson begins his career as a financial advisor
He believed a diversified, liquid and transparent investment vehicle such as a mutual fund was best for his clients and would enable them to have security and prosperity over the long term.
1975
Roy becomes an independent financial advisor
This independence enabled him to recommend investments he believed were best for his clients.
1994
Stuart Thomson joins Roy as a partner
In 1994 Roy’s son Stuart joined the business
2004
Office is relocated to 450 Frederick Street
2015
Craig Allison joins Stuart as a partner
The firm changed its trade name to Thomson Allison Financial Solutions – a new name to better support our long-standing, enduring relationships.
2018
Office is relocated to St.Jacobs
In 2018 Stuart retired and we relocated to a larger office space in the village of St. Jacobs to accommodate our growing team.
Present
Thomson Allison continues to operate as a financial advisory practice that provides independent financial advice.
We are a small firm by design, believing that our size enables us to remain focused on what's most important: the financial success of our clients.