Is De Thomas Wealth Management by appointment only?

Yes, De Thomas Wealth Management is by appointment only.

Specialties

For over 25 years we have provided clients with independent, unbiased and objective financial advice. Our independence allows us to provide truly personalized advice based on our clients unique investment goals and objectives. By promoting a culture of independence, we do not have any outside interference from "big bank" shareholders which allows us to ensure that our clients best interest are always our number one priority. Our services include financial planning, investment advice, retirement and estate planning, as well as tax planning. Contact us for a free, no obligation financial review. If you are looking for a free, no obligation Financial Review, please give us a call.

History

Established in 1987.

Our business started as a single family office which was opened by our current president Tony De Thomasis. Our business has grown over the years and we now are proud to provide financial services to clients all across Canada - with offices in BC, Quebec, Manitoba and Alberta.

Meet the Business Owner: Tony D.

Tony has been in the wealth management business since 1977. Tony is extremely passionate about finance and loves coming into the office each day as he knows he is providing advice that will help his clients achieve their dreams.