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Our Team

Jim CrossDouglas Thomson, CFP
Senior Financial Advisor

Manulife Securities Incorporated
Life Insurance Advisor, Capri Wealth Management Inc.

Doug has been delivering wealth management services to families for more than two decades. He welcomes the opportunity to provide professional guidance and expertise in achieving your financial goals.

Doug can provide his services in BC, Alberta and Ontario, and his comprehensive approach includes everything from investment strategies, income tax and estate planning, to life and disability insurance needs assessments.

While working with clients to get a detailed understanding of their current and future goals, Doug is able to offer a broad range of customized investment solutions.
Doug and his wife Heather are the proud parents of two young children. He enjoys coaching community football, camping, skiing and enjoying the active lifestyle that the Okanagan has to offer.

PH (250) 860-6587
douglas.thomson@manulifesecurities.ca

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DISCLAIMER:

The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Manulife Securities Investment Services Inc. is registered as a Mutual Fund Dealer, or its equivalent, with the provincial securities commissions and as such our Advisors are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada ("MFDA"), Manulife Securities Investment Services Inc. is obligated to disclose to you that you may be dealing with companies other than Manulife Securities Investment Services Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Manulife Securities Investment Services Inc.:

Deposit Instruments: GICs, Canada Savings Bonds;

Fee for Service Financial Planning;

Estate Planning;

Tax Planning or Income Tax Preparation;

Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.

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