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
1.6+
in Assets under management
9
offices all across Canada
Our Values
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.
Meet Our Team
What Our Clients Say
The key to our success is the quality of relationships we have built with clients over the years and the continued trust and confidence they have instilled in our team. We are very fortunate to have formed excellent partnerships with m more than just working relationships with them; we have formed true friendships. Here’s what they’re saying about us.
So happy with the level of service
As a new client to this firm, I am just so happy with the level of service provided to me. My advisor and his assistant are great - They explained the process in detail each step of the way and thoroughly answered all my questions with ease. I look forward to our working relationship and it’s continued growth!
- Nana Hong
Truly cares about its clients
I've been a client of Tony's (and now Jason's) for over 10 years and I could not be happier with the level of service, care, and attention. De Thomas Wealth truly cares about its clients and always explains things in simple terms so I know what I am investing in and what I can expect. I also never feel pressured and feel secure knowing the advice I'm getting is independent. I am extremely happy with the company and am so happy I made the decision to transfer my investments to the firm!!
- Johnny Cialone
Quick to respond and communicate
Excellent service to deal with. Tony is exceptional, very knowledgable, and quick to respond and communicate.
Excited to see what the future has in store for me with the right people involved!
- Andrew Oliver
Superb service
I have been a client of Tony De Thomas for over 40 years. Tony and his colleagues are professional and caring. Superb service, they are up to date on the latest market trends. They have helped me invest my money wisely.
- Alex Ivan
Insights and Commentary
Why Financial Professionals Are Still Important
How Habits can Impact Your Finances
Benefits and Risks of Purchasing Investment Property