Change your cover photo
Jason De Thomasis | Certified Financial Planner | Richmond Hill
Change your cover photo
Jason De Thomasis

Certified Financial PlannerDe Thomas Wealth ManagementRichmond Hill, Ontario

We are a privately-owned wealth management firm providing clients with objective and unbiased holistic financial advice for over 30 years.

This user account status is Approved

Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Investment Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French


Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

British Columbia Ontario

Certification/Additional Courses ?


Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Exchange Traded Fund (ETF) Mutual Fund

Subscribe now and get 12 Smart Questions Everyone Should Ask Their Financial Advisor