The Future of Financial Planning.
The world is moving faster than ever, which requires flexibility and the freedom to adapt. As an independently owned firm, we’re in a position to capitalize on new opportunities.
Discover what makes us different.
We’re passionate about what we do.
The need for quality financial advice has never been greater. We’re committed to providing the highest quality advice to our clients, and partnering with them to achieve their financial goals.
We view wealth management as more than just investments, but rather a tool to allow you to live life on your terms and experience the things that are important to you.
Working with us is free from sales pressure, or product pushing. We see our clients are partners in working towards developing their vision and achieving their goals.
Client Centric Approach
Aligning our incentives so we’re on the same team.
Best In class resources
With access to the best industry resources, we can properly implement your plan.
Why Choose Us?
Client Centric Approach
Aligning our incentives so we’re on the same team.
Best In Class Resources
With access to the best industry resources, we can properly implement your plan.
Why Choose Us.
Seize the future: Invest with Avada
Working with a
CFP® Professional.
The Certified Financial Planner (CFP) designation is the top financial planning credential in Canada. The CFP designation means your advisor has in depth knowledge in portfolio management, insurance, estate planning, tax planning, and retirement planning.
Company History
How it started.
De Thomas Wealth Management was founded in 1987 by Tony De Thomasis, after working for a decade with a handful of small and large firms. The founding principles of De Thomas Wealth Management were around putting clients needs first by removing conflicts of interest that come with sales targets, in house products, and high fees.
De Thomas has proudly remained a privately owned independent firm for over 35 years. It’s original values are still around today, and stronger than ever.
The Vernon Location.
We opened the office here in Vernon in October of 2023, after many years with a large firm. The vision of De Thomas Wealth Management resonated strongly with us, and we were excited to partner with them to serve our clients.
The culture of our office is built around being personable and approachable, while having the resources and capabilities of a large investment firm. Don’t hesitate to call our office or visit us in person to meet our team.
Where we’re headed.
We’re passionate about offering Canadians quality financial advice at a reasonable cost. Our long term vision is to continue to grow our practice and expand our reach, both in terms of new clients and new advisors. If your or someone you know is interested in joining us, please fill out the contact form.
Financial literacy is also very important to us, and we plan on creating a library of content to make valuable financial information accessible to all. Check back in to our website as we continue adding new content.
