Specialties ? Most often advisors will have areas of specialities based on experience and training.
Categories ? We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor
Languages ? Advisors will sometimes have proficiency in languages other than English and French
Provinces Licensed | Served ? Occasionally advisors will be licensed in different provinces.
Certification/Additional Courses
? See our glossary of certifications at https://advisorsavvy.com/glossary-financial-certifications/
Investment Products Offered ? Some advisors are able to offer different types of investment products.
About Jason
Investible Asset Range: $250-500K
Years in Business: 17
Fee-based: Yes
De Thomas Wealth Management
9033 Leslie Street
Unit 1
Richmond Hill
Ontario
Canada
L4B 4K3