About Modern Cents
Thanks for stopping by!
One of the biggest gaps in the traditional financial system is the ability of the everyday Canadian to receive professional, qualified and truly unbiased financial advice. Historically, advice has been linked to a product sale, a commission or a fee-based investment management relationship. After spending 20 years in the industry, we have seen many people are feeling uncomfortable and unsure about their financial futures.
How do you know if the advice you're getting is truly in
your best interests?
Modern Cents was created with a mission to provide an accessible financial planning service for those looking for unbiased guidance outside of a traditional advisory or bank-linked relationship. We hope that the value you attain from working with us gives you peace of mind and confidence on your long-term financial journey.
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Meet The Team
Click on each photo below to read a bit more about us!
Andrea Thompson
CFP, CRPC (US), CLU, CHS, CCS
Founder & Certified FInancial Planner
Cross Border, Investment Planning, Retirement Decumulation Planning
Specialties:
Justine Kelly
PFP
Personal Financial Planner
Retirement Decumulation Planning
Specialties:
Jason Keenan
Workflow Automation Architect
Certified monday.com Partner
Workflow automation
Specialties:
Vikki Brown
CFP, CRPC (US), CCS
Certified Financial Planner
Cross Border, Retirement Decumulation Planning, Millennials
Specialties:
Shay Steacy
CFP, CCS
Certified Financial Planner
Cash Flow Planning, Millennials, Financial Management, Small Business Planning
Specialties:
Adrian B, Toronto
Consultation: Comprehensive
"From the get-go working with Andrea has been an absolute pleasure. Not only is she extremely well versed in complicated financial topics, but she also brings a tremendous amount of experience to the table. After our introductory session, it was clear to me that the subscription-based service fit with my requirements, and we immediately got to work. Andrea really took the time to understand my financial situation, using tools to guide our discussion but not overwhelm them. For topics I did not understand, Andrea provided excellent examples and educational resources. Meetings were efficient and scheduling was a breeze. Within a short period of time, we were able to establish a plan that was right for me."