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In The Media

Press, Awards & Articles

A curated list of media mentions, awards and articles — click to open each source.

 

2025

  • Wealth Professional — 5 Star Advisor 2025 Wealth Professional — Best Financial Advisors in Canada (5-star list).

2024

  • Wealth Professional — 5 Star Advisor 2024 Best Financial Advisors in Ontario (5-star).
  • Wealth Professional — Article (How do fund awards influence recommendations?) Article — Wealth Professional (January 2024 newsletter link).
  • Globe and Mail — Article (retirees and scams) Featured in The Globe and Mail (retirement / scams article).

2023

  • Wealth Professional — 5 Star Advisor 2023 Ontario 5-star advisors list (2023).
  • Globe and Mail — 2022/23 Article (retirees income shortfall) Globe Advisor — retirement income solutions (link shared here for reference).

2022

  • Canada’s Top Wealth Advisors — Globe and Mail 2022 ROB magazine / Globe & Mail listing (2022).
  • Wealth Professional — 5 Star Advisor 2022 5-star advisors (Ontario & Eastern Canada) — 2022.
  • Wealth Professional — Article (volatility & fund fees) Article: using volatility to discuss fund fees (Wealth Professional).
  • Wealth Professional — Article (seg fund fees) Article: SEG fund fees discussion.

2021

  • Wealth Professional — 5 Star Advisor 2021 5-star advisors listing (2021).
  • Canada’s Top Wealth Advisors — Globe & Mail 2021 Feature in The Globe and Mail (2021).

2019 & earlier

  • Advisory HQ — De Thomas Wealth Management review Third-party company review (AdvisoryHQ).
  • Wealth Professional — Article 2020 (revisit clients' risk tolerance) Industry article (2020).
  • Wealth Professional — Article 2019 (The fee question) Industry article (2019).
  • WP Awards — Winners & Finalists 2019 Awards listing (2019).
  • BMO GAM — Q vs Q: advisor growth story (2019) BMO Global Asset Management feature (2019).
  • Wealth Professional — Top 50 Advisors 2019 Top 50 advisors ranking (2019).
  • Wealth Professional — Market talk (2018) Selection of market talk articles (2018).
  • MoneySense — Financial advice (2017) MoneySense advice article (2017).
  • Global News — Debt-shedding tips (2017) Global News feature (2017).
  • Wealth Professional — Top 50 Advisors 2016 Top 50 Advisors feature (2016).
  • Wealth Professional — Article 2015 (rookie advisor) Industry article (2015).
  • Wealth Professional — Article 2015 (tough love to young clients) Industry article (2015).
  • MoneySense — Index funds primer (2014) MoneySense feature (2014).
  • Globe and Mail — Article (2005) Older Globe & Mail feature (2005).

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