De Thomas Wealth Management

De Thomas Wealth Management is a privately owned, independent financial advisory firm founded in 1987 by Tony De Thomasis. After a decade of experience with other firms, De Thomasis established the company with the core principle of prioritizing client needs by eliminating conflicts of interest often associated with sales targets and proprietary products. The firm has maintained its independence for over 35 years and is headquartered in Richmond Hill, Ontario, with nine offices across Canada.

The company provides comprehensive wealth management services, including customized investment management, retirement planning, tax strategies, estate planning, and insurance services. It operates on a model that emphasizes diversified asset allocation, minimizing fees and taxes, and maintaining disciplined investment strategies rather than stock picking or market timing. De Thomas serves a range of clients, from those starting to build assets to retirees and business owners. For high-net-worth investors with over $5 million in investable assets, the firm offers specialized private wealth advisory services. Clients can also opt for a fee-for-service model for standalone financial plans or hourly consultations.

In July 2025, Investment Planning Counsel (IPC), a subsidiary of Canada Life, announced its acquisition of the wealth assets of De Thomas Wealth Management. The transaction, expected to close by the end of Q3 2025, allows De Thomas advisors to retain their operational independence while gaining access to IPC's resources and platforms. The firm manages over $2.65 billion in assets.

Keywords: wealth management, investment management, financial planning, retirement planning, estate planning, tax planning, private wealth, insurance services, fee-for-service, asset allocation