Portfolio Management
We focus on factors that we can control. We do not pick stocks or try and time the market. We focus on diversified asset allocation, minimizing fees and taxes and maintaining investment discipline.
30+
years in business
1.4B+
in Assets under management
9
offices all across Canada
Our Values
Make it so no last work on it’s own.
Integrity
Our clients best interest are always our number one priority. This is our ethical and professional obligation. We are dedicated to our clients and never taking for granted the trust they place in us. Integrity is at the core of our wealth management services, client relationships and everything that we do.
Building long-term relationships
We are committed to a dynamic, long-term relationship with our clients. As a family-owned firm, we understand the importance of building a long lasting relationship, with a number of our offices made up of generations working side by side.
Trust, quality, passion, and longevity
By working with us you will gain peace of mind knowing that the advice and recommendations you receive are tailored specifically to meet your needs and are always in your best interest.
Honesty, authenticity and commitment
At De Thomas, we provide our Advisors with the tools they need to offer the highest quality guidance and advice to investors. That means everything we do revolves around fostering independence and helping our advisors deliver the best financial products, services and financial counsel to their clients.
Our Philosophy
Whether you are investing for your retirement, looking to grow your net worth, or saving for your child’s education, we believe your best chance of success is to work with an independent financial advisor at De Thomas Wealth Management. By working with us you will gain peace of mind knowing that the advice and recommendations you receive are tailored specifically to meet your needs and are always in your best interest. The advice from our independent advisors is not restricted by any form of corporate mandate limiting what investment products or services can be offered to our clients.
At De Thomas, we provide our Advisors with the tools they need to offer the highest quality guidance and advice to investors. That means everything we do revolves around fostering independence and helping our advisors deliver the best financial products, services and financial counsel to their clients.
Our Services
Private Wealth
Advisory services designed for High Net Worth investors with greater than $5 million of investable assets. We deliver an exceptional level of wealth management advisory services that are tailored to address the distinct financial solutions required by our clients.
Planning & Insurance
Tax planning, Estate Planning, Education Planning, Retirement Planning, Insurance Planning. Let professionals help you plan your life.
Portfolio Review
We provide a complimentary, no-obligation evaluation of your current investment portfolio. Our in-depth review is based on Nobel Prize winning academic research and is designed to determine if your current investment portfolio is properly structured to achieve your financial goals. Our goal is to provide you with a valuable, objective evaluation - with no pressure.
Insights and Commentary
Financial Management for Couples: When a Spender and a Saver Fall in Love
The Difference Between Old Age Security and The Canada Pension Plan
Money Management Principles for Children