I work with my clients to create a holistic financial plan, which includes: Investment portfolio creation and implementation, insurance planning, tax planning and preparation, cash flow analysis as well estate planning.
My business is a fee for planning, where my clients pay a flat fee for all of my financial planning services. There are never any commissions or hidden fees for any of my services.
De Thomas Wealth Managment
Ontario, Manitoba, British Columbia, Saskatchewan, Quebec
Fee only Planner
Awards & recognition
Wealth Professional Top 50 Advisor 2019, Wealth Professional Young Guns 2017
Bachelor Degree University of Western Ontario, Certified Financial Planner