Julie Thompson

Julie Thompson

Senior Private Banker Business Owners

Working together to help you achieve what truly matters to you

Phone

Office

(705) 675-8512

Mobile

(705) 561-1374

Office Location

43 Elm Street Suite 200 Sudbury, ON P3C 1S4. map

As your Senior Private Banker, Business Owners, I am dedicated to bring the bank to you and to meet with you when and how it suits you best. Acting as your guide, I’ll provide you with access to custom solutions, products and services from across TD Bank Group (TD). I can collaborate with your team of outside professionals to help integrate our solutions with all other aspects of your life.

I am here to help you simplify your financial life so you can focus on the things that matter most to you. Imagine having someone who provides you with tailored and hand-selected access to a variety of professionals and specialized services. Someone who responds with thoughtful insights and solutions that consider tax implications, family dynamics, and other priorities.

Languages

English

French

Federal Budget 2024: How proposed new taxes and spending could impact the economy

The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. With $53 billion in spending over the next five-years, TD Economics breaks down some of the details, starting with those proposed tax changes.

Benefits of Private Banking

Worry less and achieve more when you work with professionals who understand your goals and can help you reach them. We know how valuable your time is, that’s why we manage all your affairs remotely and only meet when needed. Here are some benefits of Private Banking.

Deep Discovery

We discover your concerns, priorities and goals. By understanding your whole financial picture, we can help you build on your success.

Premium Banking Solutions

From everyday transactions to complex banking services, we tailor our solutions to suit your needs.

Tailored Credit Strategies

We'll help you access credit by sharing strategies such as equity monetization, foreign exchange hedging and more.

Cross-Border Banking

Whether you want a U.S. mortgage or are simply paying a bill, we’re equipped to serve your cross-border banking needs.

Experienced TD Specialists

Our Private Bankers can connect you with other TD Specialists to help you plan for a lifetime of financial success.

We will help you achieve your vision of success through:

Building your net worth - we know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you achieve that vision.

Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.

Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.

Business owners: Making sense of the new capital gains rules

The new capital gains tax rules in the latest federal budget is something business owners are closely watching, whether they run a medical practice, a hair salon, or even a trucking company. The federal government’s proposed changes to the capital gains rules may raise questions about your retirement and your ability to grow your business.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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Can I transfer funds tax-free from my RRIF to a TFSA?

Thinking of transferring funds from your Registered Retirement Income Fund to your Tax-Free Savings Account? A direct transfer isn’t tax-free, but there may be some options to consider. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain.

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TD Cowen: Three stocks that could benefit from a Canadian soft landing

With Canada’s economy widely expected to experience a soft landing, TD Cowen has released a report highlighting its investment strategy for the Canadian equity market. MoneyTalk’s Kim Parlee speaks with Andre-Philippe Hardy, Head of Canadian Research at TD Securities and Andrew Kelvin, Head of Canadian and Global Rates Strategy at TD Securities, about potential economic headwinds and tailwinds and which stocks may benefit.

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Trump’s potential longer-term impact on the financial world

Donald Trump’s presidency may have wide-ranging impacts on the economy and markets. MoneyTalk’s Greg Bonnell discusses with David Sykes, Chief Investment Office, TD Asset Management and TD Chief Economist Beata Caranci.