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DOUG THOMSON, CFP

Senior Financial Advisor

Manulife Wealth Inc.

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Life Insurance Advisor

ClearPath Wealth Management Inc.

Doug has been delivering wealth management services to families for close to three decades. He welcomes the opportunity to provide professional guidance and expertise in achieving your financial goals. 

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Doug currently provides his services in BC, Alberta, Ontario and Saskatchewan.  His comprehensive approach includes portfolio solutions, retirement planning, income tax minimization and estate planning, as well as insurance needs assessments.

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While working with clients to get a detailed understanding of their current and future goals, Doug is qualified to offer a broad range of customized investment solutions.


When not at the office, Doug is out enjoying the active lifestyle that the Okanagan has to offer.

 

Direct Phone: (236) 420-5832 I Direct Fax: (236) 420-5842

Office Phone: (250) 860-6587 I Office Fax: (236) 420-5841

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ClearPath Wealth Management is a trade name used to carry on business related to life insurance and stock, bonds and mutual fund products. Investment dealer dealing representatives (“investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Mutual fund dealing representatives (“mutual fund advisors”) registered with Manulife Wealth Inc. offer mutual funds. Insurance products and services are sold through ClearPath Wealth Management Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Additional disclosure information will be provided upon referral. Please confirm with your Advisor which company you are dealing with for each of your products and services. Manulife Wealth Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). Manulife & Stylized M Design, Stylized M Design and Manulife Wealth are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates, under license.

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