Your Team

Barry Thompson

Financial Security Advisor and Investment Representative

Barry Thompson

Barry is the principal partner following our business transition from Pankow Financial Solutions to our new brand Rideau Wealth Solutions. He initially joined Pankow Financial Solutions Ltd. in 2009 after 20 years of service in the Ontario public service.

Barry conducts a very practical approach to wealth management and planning with a personalized customized service for everyone.

Barry is proud to partner with many professional resources to provide the very best in planning, investments, insurance, and advice. As a dually 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 local residents and have two sons, Dr. Nicklaus Thompson who is a chiropractor at Cordic Chiropractic, and Jamieson Thompson who is in his last year of schooling in Kingston. Barry has been a very active member of our community previously coaching soccer, football and golf. Barry participated in competitive fishing for years, however, Barry’s main focus now is creating solutions to help people accomplish their lifelong investment goals and family.

If you don’t get a chance to meet him in our newly refreshed office, you may find him golfing or snowmobiling in his spare time. He invites you to stop in for a visit or a meeting with him.

E-mail: barry@rwsl.ca

Jason Peterson

Financial Security Advisor and Investment Representative

Jason Peterson

After a very 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.

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.

E-mail: jason@rwsl.ca

Shawn Pankow, CFP, CLU

Certified
Financial Planner

Shawn Pankow

Shawn believes it is a personal touch, an ongoing commitment to his clients’ financial success and an independent and objective approach to financial planning and investment management that has helped forge long-term relationships with is clients.

Shawn started his financial services career with London Life in 1989 and has had a long-standing commitment to professional development since. He has been a Certified Financial Planning Professional since 1999; the same year he received his Chartered Life Underwriter Designation. He added his Chartered Health Specialist designation in 2016 to ensure he has the expertise needed to meet his clients’ every-changing financial security needs.

Shawn’s priority is finding the right financial solutions and strategies to help his clients meet their lifetime financial security, retirement planning and estate planning objectives.

Shawn believes that every client’s dreams and aspirations should guide their financial plan. It is with this understanding, that he is able to design the plans that can help his clients prosper.

As a Certified Executor Advisor, Shawn is equipped to assist clients in both planning their estate, and in assisting one’s executor. This work includes strategies to simplify one’s estate, reduce costs and taxes and maximize the value you leave your heirs.

He and his wife Tracey are blessed with a large family and their time away from work is filled with sports, recreation and great times with family and friends.

E-mail: shawn@rwsl.ca

Elly Jordan

Administrator,
Client Services

Elly Jordan

Elly joined Pankow Financial Solutions in 2006. 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 responsible for managing client service and administration.

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 until it’s closure in 2022. 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 year and particularly during the transition to Rideau Wealth Solutions.

E-mail: elly@rwsl.ca

Linda Anderson

Administrator,
Client Services

Linda Anderson

Linda Anderson joined the Rideau Wealth Solutions team in 2021, as Administration for Client Services. Linda is our first point of contact for our clients and welcome wagon. Please say hello to Linda at reception, or for scheduling/booking appointments, and helping the advisors support clients and process files.

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.

E-mail: linda@rwsl.ca