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Our singular focus is on enabling the financial success of our clients. We provide personalized financial solutions that allow them to achieve their success.
We believe in advice, and we know our clients benefit by having access to professional financial advice that they can use to make better financial decisions. For over 50 years we’ve been doing the same thing: working with clients to help them save and grow their investments so they can fund important priorities in life: retirement, education, charitable giving, and senior living.
We believe in knowing and understanding our clients because this is at the core of what we do. Knowing our clients means helping them uncover what’s important to them in life and how they define success. Then we work to craft a financial road map and select financial solutions that lead to success. We know investments and have access to many of the very best investment managers in the world.
Thomson Allison is a financial advisory practice that provides independent financial advice. We are registered through Investia Financial Services Inc., a mutual fund dealer and a division of IA Financial Group.
Roy Thomson first began his career as a financial advisor in 1968. 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. In 1975 he became a fully independent financial advisor. This independence enabled him to recommend investments he believed were best for his clients.
In 1994 Roy’s son Stuart joined the business and in 2004 the firm relocated to 450 Frederick Street in Kitchener.
In 2015 Craig Allison joined Stuart as a partner and the firm changed its trade name to Thomson Allison Financial Solutions – a new name to better support our long-standing, enduring relationships. In 2018 Stuart retired and we relocated to a larger office space in the village of St. Jacobs to accommodate our growing team.
Today, 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.
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 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.
CPA, CA – CPA Ontario
CFP – FP Canada
Garrett is an Associate at Thomson Allison Financial Solutions. He is responsible for all financial and tax planning strategies. Garrett joined us in 2021 following five years in public accounting and another two at another local financial planning firm.
Garrett earned a Bachelor of Arts from Redeemer University College, holds the Chartered Professional Accountant (CPA, CA) designation and is a Certified Financial Planner® (CFP).
James is an Associate at Thomson Allison Financial Solutions. He is responsible for all operations of our firm. He joined us in 2017 following four years working at a public accounting firm and one year in accounting at a charitable organization.
James holds a Bachelor of Arts from Conestoga College