Jason De Thomasis of De Thomas Wealth Management is rank 32 in Wealth Professional Canada's 2019 Top 50 Advisors
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De Thomas Wealth Management
One of the biggest jumps in AUM growth on this year’s list belongs to Jason De Thomasis of De Thomas Wealth Management, who grew his assets under management by 65%. De Thomasis says he’s always been fascinated by the stock market, particularly the ability to analyze a company's fundamentals and determine whether it’s a good investment.
“As soon as I was 18, I purchased my first stock,” he says. “From that moment, I was hooked. While in university, I worked part-time preparing personal income taxes. I first started with students and later expanded to a broader base. I would come across countless individuals who were aimlessly buying stocks or funds without a plan or purpose. This really troubled me. I treat investing like a business – you need a solid business plan in order to be successful. This notion led me to the wealth management business and financial planning.”
De Thomasis, who won the Young Gun of the Year Award at the 2017 Wealth Professional Awards, says he can’t see himself doing anything else and now has the goal of transitioning his entire book of business to fee-based to continually provide innovative and enhanced wealth management services to clients.
