Jason De Thomasis BMOS, CFP®
Jason has been with the De Thomas Wealth since 2007 in the role of administration and compliance, and after successfully implementing a new back office system and overhauling the firm’s compliance procedures, he was promoted to Chief Compliance Officer. His role as CCO provided valuable insights into the vast amount of investment options available and served as an ideal foundation for his progression into becoming a Certified Financial Planner. Jason earned his Bachelors degree from The University of Western Ontario, before achieving the designation as a Certified Financial Planner in 2014. Jason has passed Level I of the CFA program and hopes to complete the CFA program earn the CFA Charter in the near future. When working with clients, Jason demonstrates a tremendous amount of effort and care to ensure he can provide the highest level of advice based on each of his client’s unique goals and objectives.