One of several advisors representing Nicola Wealth on this year’s Top 50 Advisors list, Brent Thomson has been in the industry for 25 years. Before that, he was working at an insurance company that offered just a few seg funds when he received an earnest request.
“A very close friend walked into my office one day and asked that I manage his and his wife’s retirement investment portfolio,” he recalls. “I didn’t have the knowledge nor sufficient investment offerings to accept him as a client, so I said no. He replied, ’Well, whenever you’re ready to manage my portfolio, just call and it will be here waiting for you.’”
A quarter-century later, Thomson now manages more than $310 million in assets. He continues to proactively meet with clients and work with them and their other trusted advisors to find creative solutions through all phases of their financial life cycle.