Your Team

Barry Thompson

Financial Security Advisor and Investment Representative

Barry Thompson

Barry is the proud principal partner of Rideau Wealth Solutions business and team. With over 15+ years in in financial customer service & advice, Barry began his career working with Pankow Financial Solutions Ltd. before transitioning to his current position at Rideau Wealth Solutions Ltd. In the past few years. In the years prior, Barry was employed by the Ontario Public services (20+ years) which included time spent within the Ministry of Community and Social Services.

Barry takes pride in conducting a practical and understandable approach to wealth management and planning with a personalized customized service for everyone. Barry is proud to partner with many professional resources and companies to provide the very best in planning, investments, and insurance This provides the most opportunity and knowledge for all discussions shared with clients.

 As a Mutual fund licensed and Insurance licensed Financial Advisor, Barry enjoys discussing financial markets, and looks forward to providing personalized integrated financial security planning and investment advisory services to his clients. He is a member of Advocis – the Insurance and Financial Advisors’ Association of Canada.

 Barry and his wife Jean are long time residents of the Smiths Falls area. Their two sons, Dr. Nicklaus Thompson – a chiropractor at Cordick Chiropractic & Jamieson Thompson – who is in his final year of post-secondary education.

Barry has been a continuously active member of our community, having coached soccer, football, and golf. In his own time, Barry was an avid member of competitive fishing for a number of years. Currently, Barry’s primary focus is on the clients of Rideau Wealth Solutions Ltd, friends, and family.

Barry is excited to invite you to the new office location Rideau Wealth Solutions: 45 Main Street West, Smiths Falls, Ontario. Please feel free to stop in for a visit, a meeting or to see the new space and meet the team.

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.

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.