Frequently Asked Questions.

There are 2 main components of a clients fee- the advisory fee and the investment management fees. Our advisory fees ranges from 1.25% – 0.6%, and the investment fees will depend on the product.

We offer our clients full portfolio management, as well as comprehensive financial planning. Depending on the situation, a financial plan can include tax planning, an in depth estate plan, life insurance, and overall retirement planning. We’ve recently added the option to work with us on a consultation basis, offering one off financial plans and hourly consultation rates.

There are a number of factors that determine a suitable client for us, which goes beyond a dollar amount. We don’t have a definite investment minimum, but we have to feel as though we are a good fit for each other. If you we decide we’re not a good fit, we can still work together under our fee for service program.

All mutual fund investment dealers are regulated by the Canadian Investment Regulatory Organization, which mandates our privacy requirements. De Thomas Wealth Management has been in good standing since 1987, and continues to make privacy a priority. We adopt all standard encryption and privacy measures to ensure confidence for everyone.

Yes, we are currently licensed in BC, AB, and ON. If you live outside of these provinces, please contact us as we may be able to get licenses in additional provinces.

Getting started is easy- simply reach out through our contact page, and we’ll get the ball rolling. We will arrange an initial introductory appointment to get to know you, and create an action plan from there.