Financial Representative

Thompson L. Cuffy

I was born on the island of St. Vincent and raised in Trinidad. I currently live in London, ON with my lovely wife and our three young children. I believe in using a holistic method for financial planning with my family and yours – providing simple and realistic strategies to help my clients make sound decisions to build and preserve financial security.

My experience in the world of Service & Retail Management has instilled in me a drive, not just for personal success, but for success in the lives of the people I meet. A high attention to detail and a knack for problem solving is my claim to fame. That passion and skill has served my clients well over the past 6 years in the financial services industry. I take a thorough approach, working in collaboration with clients to enhance all facets of their financial life. I look forward to serving you and your family – developing a client-centered relationship that is based on your needs and your financial goals.

How We’ll Work Together

For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.

Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.

  1. Understand your financial objectives and concerns.
  2. Personalize how we work together based on your needs and preferences.
  3. Gather your information to understand your current situation.
  4. Analyze your information to develop a personalized plan.
  5. Implement the desired strategies within you plan.
  6. Review progress towards your goals and make necessary adjustments.

As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.

Products and Services

I offer insurance and investment solutions to protect your financial future.

  • Life Insurance
  • Education savings for your children or grandchildren
  • Critical Illness, Disability and Long-Term Care Insurance
  • Investments for your short and long-term goals
  • Savings and retirement income
  • Charitable giving options

Contact Me

Contact me today for a free financial review!

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