De Thomas Wealth Management

5.0

1-9033 Leslie Street
Richmond Hill, Ontario L4B 4K3

Our Booking PolicyIn order to help our advisors prepare for your meeting, please provide a brief summary as to what you discussed and/or reviewed during your meeting.

Thank you and we look forward to our meeting.

Services

Existing Client Retirement Review

1 hr·

Existing Client Review

1 hr·

An investment review is the foundation for our ongoing wealth management services. These meetings provide us both with regular opportunities to discuss and review any major changes in your personal or financial situation where we will determine if any changes that have occurred would necessitate an adjustment to your investment plan. We also review your overall progress toward your long-term financial goals.

New Client Initial Meeting

2 hrs·

During our initial meeting we ask in-depth questions pertaining to your financial objectives, needs, personal values and constraints. We examine your current situation, the goals you would like to achieve and how we can maximize the possibility of achieving those goals. We will use the information collected to create a comprehensive investment plan for you and your family.

The following documents are recommended for the initial meeting:
- current investment statement
- most recent Notice of Assessment
- most recent education or trust fund documents
- all life insurance policies, copy of Will and POAs