Private Wealth

De Thomas Private Wealth is an advisory service designed for High Net Worth investors with greater than $5 million of investable assets. De Thomas Private Wealth delivers an exceptional level of wealth management advisory services which are tailored to address the distinct financial solutions required by our clients.

Experience

We have built an exceptional team of Certified Financial Planners with over 30 years of experience in order to deliver the exceptional experience and services that you expect.

Personal Approach

We work closely with high-net-worth individuals, families and select foundations to develop personalized wealth and investment strategies. We take the time to thoroughly develop a very close relationship with our clients and listen to their needs, goals and priorities. Together, we partner with them to develop custom-tailored wealth and investment strategy.

Lower Fees

We can’t control the markets, but we can control how much you pay in fees. We focus on reducing fees as much as possible, and since we do not charge any trading or commission fees of any kind, the only fee you pay is for our professional advice and services – which is significantly lower than the industry average. Depending on the amount of investable assets and services offered, our tiered fee structure on average is 50% lower than other firms.

Safety

All client accounts are held with a third-party custodian, B2B Bank, a wholly owned subsidiary of Laurentian Bank of Canada. This means that De Thomas has no access to any client funds and as such, in the highly unlikely event of our firms insolvency, creditors have no claim to our clients assets; which are covered (within defined limits) by the Canadian Investor Protection Fund ("CIPF"). Customers’ accounts are protected by the CIPF’s Mutual Fund Dealer Fund within specific limits. Mutual fund dealer customer accounts located in Québec will not be eligible for coverage by CIPF. Please refer to the CIPF Coverage Policy on the website at www.cipf.ca for a description of the nature and limits of coverage, or contact CIPF at 1-866-243-6981.

Disciplined Investment Process

Investing can evoke emotions that could disrupt the plans and sabotage returns of even the most sophisticated investors. We believe investors can counter such emotions with a disciplined investment process. Our investment portfolio services utilize a systematic approach to investing based on the principles of asset allocation, diversification and long-term thinking, not market forecasts or emotion. Your advisory team will prevent you from making any impulsive decisions that may sabotage your investment returns.

Fully integrated Solutions

Creating and managing your investment portfolio is just the beginning of the services we provide. As a client of De Thomas Private Wealth, your advisory team can call on all the resources needed to help you develop fully integrated wealth management solutions. These solutions encompass retirement planning, education funding, financial security for your family, estate planning, charitable giving, tax management, and many other key areas required to successfully manage your finances.