Your Team

Barry Thompson

Principal Partner, Financial Security Advisor & Investment Representative

Barry Thompson

Principal Partner & Financial Advisor
Rideau Wealth Solutions – Smiths Falls, Ontario

Barry Thompson is the proud Principal Partner of Rideau Wealth Solutions, with over 16 years of experience in financial services, investment planning, and client-focused wealth management. Based in Smiths Falls, Ontario, Barry leads a committed advisory team offering personalized financial planning, investment advice, insurance solutions, and retirement strategies for individuals, families, and business owners across Eastern Ontario.

Barry began his financial career with Pankow Financial Solutions Ltd., where he built a strong foundation in mutual funds, segregated funds, and life insurance planning. Prior to joining the financial industry, he served for two decades with the Ontario Public Service, including in the Ministry of Community and Social Services—an experience that shaped his practical, compassionate, and people-first approach.

Widely respected for his clear, down-to-earth financial advice, Barry works closely with clients to develop customized, tax-efficient wealth management strategies that align with their personal and financial goals. He collaborates with a wide network of trusted professionals and leading providers—including Canada Life, Quadrus, Fidelity, Dynamic, Mackenzie, Manulife, Sun Life, RBC, TD, and GIC Direct—to deliver the most up-to-date insights and opportunities available.

As a Mutual Fund and Insurance Licensed Financial Advisor, Barry is also licensed with GIC Direct, providing access to a full range of GICs, high-interest savings accounts, and investment products. His expertise includes estate planning, RRSPs, RRIFs, TFSAs, LIRAs, pension income solutions, and retirement income planning. Barry is a proud member of Advocis – The Financial Advisors Association of Canada.

Barry and his wife Jean have called Smiths Falls home for many years, raising their two sons in the community: Dr. Nicklaus Thompson, a chiropractor at Cordick Chiropractic, and Jamieson Thompson, currently completing his post-secondary education.

Deeply involved in local life, Barry has coached youth soccer, football, and golf, and was once an avid competitive angler. These days, he remains active in the community and continues to enjoy his weekly golf league of over 30 years. His current focus is on delivering trusted financial guidance and long-term value to the clients, families, and friends of Rideau Wealth Solutions.

Barry warmly welcomes you to visit their new office at 45 Main Street West, Unit B, Smiths Falls. Whether you’re seeking financial advice, a second opinion, or simply stopping in to say hello—you’re always welcome.

Jason Peterson

Financial Security Advisor and Investment Representative

Jason Peterson

After successful decade-long career as an Industrial Sales Manager, Jason obtained his life insurance and mutual funds licenses in 2009 / 2010, with a view to establishing a professional financial advisory practice.

In his practice, Jason draws upon his prior management experience with a global leader in industrial fasteners, where he was instrumental in supplying solutions to everyone from small local companies to global Fortune 500 companies. This strong foundation has provided Jason with a solid commitment to the importance of building lasting relationships with his clients. Jason believes that a customized financial solution will only work with a consistent approach and follow-through. This is why he likes the motto “Growth through Customer Service.”

A life-long learner, Jason is currently enrolled in the Professional Financial Advisor (PFA) designation program and plans to take the Certified Health Insurance Specialist (CHS) designation program in the future. He is a member of Advocis – the Insurance and Financial Advisors’ Association of Canada.

Jason grew up in the Athens / Charleston Lake area, where he still lives with his family, and he is proud to serve his clients who live in a wide area throughout Eastern Ontario. Jason is still very active in hockey and volunteers with minor hockey. Jason and his wife Amy were married at the Ice Hotel north of Quebec City, and they enjoy keeping busy with the activities of their two adorable children. Jason can be found in the rink, on the lake or down hill skiing.

Jason is a partner of Rideau Wealth Solutions and invites you to the new Rideau Wealth Solutions office location at 45 Main Street West, Smiths Falls, Ontario. Please stop in for a visit, meeting, to see the new space or meet the team.

Pat Lindsay

Financial Security Advisor & Investment Representative

Pat Lindsay

Financial Advisor
Brockville, Ontario

Pat Lindsay brings over a decade of experience and a client-first mindset to his role as a Financial Advisor at Rideau Wealth Solutions. Born and raised in Brockville, Pat began his career in 2013 with Freedom 55 Financial in Ottawa. After quickly advancing into a leadership role, he returned to his hometown to serve as Manager of Business Development, where he mentored and supported a team of advisors. While the leadership experience was invaluable, Pat’s passion for building long-term relationships with clients led him back into advisory work, where he has built a thriving practice ever since.

Before entering the financial services industry, Pat worked as a day trader on major North American stock exchanges. This experience gave him deep insight into market behavior and reinforced the importance of disciplined investment strategies—skills he now brings to every client interaction.

Pat’s approach to financial planning is grounded in trust, integrity, and personalized service. He is committed to helping his clients grow and protect their wealth through tailored strategies that minimize tax and align with their financial and personal goals. His warm and thoughtful style makes him a valued partner throughout his clients’ financial journeys.

Pat holds a bachelor’s degree from Western University, where he also captained the varsity golf team—an experience that reflects his drive, leadership, and competitive spirit. He remains active in the golf community and continues to compete in tournaments.

Pat lives in Brockville with his wife and two children. Outside of work, he is deeply involved in the local community, coaching youth hockey, soccer, and golf. He is also a dedicated supporter of Brockville General Hospital’s Palliative Care Program and helps organize its annual charity golf tournament.

Pat will continue to proudly serve his clients in Brockville and the surrounding area, now with the full support and resources of Rideau Wealth Solutions.

Elly Jordan

Administrator,
Client Services

Elly Jordan

Elly is responsible for managing client service and administration. Elly originally joined Pankow Financial Solutions in 2006, thus has continued as a trusted and valued member of the transition into Rideau Wealth Solutions team over the past few years. She is a graduate of distinction from the Business Administration – Marketing Program at St. Lawrence College and has a wealth of experience in customer service from a variety of previous positions.

Elly is active within her community, being a parish advisory board member of her church in Garretton, and a board member of the Spencerville Skating Club. When not busy with work, Elly and her husband, Wayne, enjoy spending time on their motorcycle and being with their two daughters, Sydney, and Savannah. We appreciate all of Elly’s contributions and efforts throughout the years and particularly during the transition to Rideau Wealth Solutions and new office location. Elly is our team lead for the office administration.

Linda Anderson

Administrator,
Client Services

Linda Anderson

Linda Anderson joined the Rideau Wealth Solutions team in 2021, as Administration for Client Services. Linda is a valued member of our team and our first point of contact for our clients, visitors, calls and is even our welcome wagon😊. Please stop in, call or email say hello to Linda at reception, or for scheduling/booking appointments. Linda’s administrative skills support the clients, team, scheduling, and administration services.

 Linda attended Algonquin College, studying Office Administration, and graduating with Honours. With over 25 years of customer service experience, Linda enjoys meeting and helping clients, as well as being out in the community. She has spent time volunteering for both the Smiths Falls and the Perth Royal Canadian Legions. Outside of the office, Linda likes spending quality time with her family and friends, gardening, and knitting; quite possibly you will hear a Springsteen song playing in the background at our new office location, 45 Main Street West, Smiths Falls, Ontario.