About Thompson Financial Services

Lee Ann Thompson CFP®, CLU

Lee Ann is an insurance specialist who offers clients personalized service to help determine the amount and kind of insurance required as well as the correct product and company for their situation.

Lee Ann Thompson's experience and designations:

* Chartered Life Underwriter (CLU)

* Certified Financial Planner (CFP®)


Licensed to sell:

  • Life, Income Replacement, Critical Illness and Long Term Care Insurance
  • Individual Extended Health & Dental Plans
  • Employee Group Benefit Plans
  • GIC’s

Companies We Work With

Authorized Representative for the Engineers Canada Sponsored Insurance Plan offered through The Manufacturers Life Insurance Company (Manulife)

Allen Wong & Associates

All life insurance business transactions are executed through Allen Wong & Associates


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