Tony De Thomasis of De Thomas Financial Corp. is part of this year's WP Top 50 Advisors.
45 Tony De Thomasis
De Thomas Financial Corp.
Thornhill, Ont.
AUM GROWTH: $15,000,000
AUM PER CLIENT: $250,000
REVENUE PER CLIENT: $2,250
CLIENTS AT END OCT 2015: 800
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 50
With $200 million AUM and 800 clients, Tony De Thomasis has a lot on his plate. Still, he’s constantly researching new methods, avenues, products and services to ensure that he can provide his clients with the best financial service and investment advice possible. He has an opendoor policy in his firm, making himself available at all times to any one of his advisors.
De Thomas Financial Corp.
Thornhill, Ont.
AUM GROWTH: $15,000,000
AUM PER CLIENT: $250,000
REVENUE PER CLIENT: $2,250
CLIENTS AT END OCT 2015: 800
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 50
With $200 million AUM and 800 clients, Tony De Thomasis has a lot on his plate. Still, he’s constantly researching new methods, avenues, products and services to ensure that he can provide his clients with the best financial service and investment advice possible. He has an opendoor policy in his firm, making himself available at all times to any one of his advisors.
