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

Phone Review

30 mins·

Teams Meeting

1 hr 30 mins·

Advisor

+1 905 731 9800

jason@dethomaswealth.com

https://www.dethomaswealth.com

Good to know

Reviews

15 reviews

Shelley Dunlop
·
New investor, with limited knowledge in investing. Trying to work on budgeting and get myself back on track. Tony and his team have been very patient with me and extremely helpful and knowledgeable. I appreciate it very much.
Brad Jackson
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De Thomas was recommended to me by my father. We signed on and have been with them forever. I was once convinced to switch advisers in a down year. Did I feel stupid. Went running back to De Thomas and have been here since.
Nicole Rollins
·
Thanks so much for all your support and guidance over the years. Highly recommend, extremely happy with the service and team at this firm.
Julia Morris
·
Jason makes talking about difficult subjects easy. His expertise is obvious!
Roy Hefford
·
As always, a good discussion with no bias toward one solution.
Aundrae Rollins
·
Really happy with my experience at this firm. My wife and I have been clients for awhile now and our financial advisor has been so knowledgeable and helpful. Best decision we made transferring our investments here.