Pascal Thompson, CFA, BBA

“Successful investing requires patience, perseverance, and discipline. I help clients cut through the noise and set aside emotional decisions that might jeopardize their long-term goals.”

With an educational background in accounting, I soon sensed this wasn’t where I wanted to build my career and jumped into a role at CWB Wealth under one of its legacy brands in 2008. I was fresh out of school and the financial crisis had just started to sweep the world. There were some late evenings at the office where I would find myself wondering, “Did I choose the wrong industry?” In retrospect, I’ve come to appreciate this trial-by-fire initiation into finance as one of the formative experiences of my career. It helped me better relate to – and support – clients who have had to navigate their own emotional journeys through bear markets.

While having a full career at one firm isn’t the norm these days, I’ve experienced my fair share of change! I started as a Financial Planning Assistant, then moved into the role of Account Manager on the investment side of the business before finally settling into my current position as a client-facing Private Wealth Advisor. I’ve built up considerable face time with my clients in various capacities over the years. In these roles, I’ve also developed a deep understanding of how the business functions and how to unlock value for my clients.

As a Private Wealth Advisor, Portfolio Manager, my primary focus is to nurture client relationships while developing and implementing investment strategies. I also collaborate with colleagues to design customized solutions for my clients’ financial planning needs, including tax, estate, insurance and retirement planning.

In addition to my Chartered Financial Analyst (CFA^®) designation, I hold a Bachelor of Business Administration degree from the British Columbia Institute of Technology.