Building Relationships that are as Unique as you.

Your goals and priorities are our number one objective. Let us help you achieve what’s most important in your life.

Who We Are

Founded in 1987, De Thomas Wealth Management has provided clients with independent financial advice for over 30 years. By promoting a culture of independence we have the ability to think differently about investing. We are able to ensure that everything we do is designed to give our clients the best chance for investment success and that our clients best interests are always our number one priority.

WHAT WE DO

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Premium Services

Unbiased Advice

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Personalized

We provide our clients with quarterly performance reporting, regular meetings, financial planning, and ongoing financial advice.

Our independence means that our advice is never motivated by commissions or incentives from outside influences or financial products.

We understand that everyone has unique needs and goals. We take pride in provinding advice that is tailored specifically to each individual client.

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. When you work with an independent advisor, 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.

De Thomas Advisors can help you define your investment goals and objectives, and will work with you to develop an investment plan to reach them. Our Advisors can show you ways to build a stronger foundation for the long-term growth of your investments.

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.

ADVISORY

SERVICES

Portfolio Management

We focus on factors that we can control. We do not pick stocks or try and time the market. We focus on a diversified asset allocation, minimizing fees and taxes and maintaining investment discipline.

Tax Planning

We help you protect your wealth by recommending tax-efficient strategies designed specifically for your personal tax obligations.

Retirement Planning

Whether you are already retired, or will be retiring in the near future, we will help you build a comprehensive retirement plan so you can enjoy the lifestyle you have always dreamed of.

Education Planning

Children's education is one of the biggest cash outflows for families. We will help you plan for increasing costs of education and provide you with the peace of mind that your children will be able to pursue their dreams.

Estate Planning

Preserve your wealth for future generations. We help navigate the complex and sometimes emotional decisions of estate planning.

Private Wealth

Advisory services designed for High Net Worth investors with greater than $5 million of investable assets.

OUR TEAM

De Thomas Wealth Management is a privately owned wealth management firm that manages more than $1 billion in client assets. Our firm provides portfolio management services with holistic financial planning from our offices across Canada.