Jason De Thomasis of De Thomas Wealth Management is part of the Wealth Professional Canada Young Guns 2017.
Financial planner and chief compliance officer
DE THOMAS WEALTH MANAGEMENT
Age: 34
Years in the industry: 11
Joining the family business in 2007, Jason De Thomasis didn’t have much time to learn the ropes before the industry was completely flipped on its head. Figuring things out during the financial crisis had its benefits, however, and today he manages more than $45 million in client assets.
Aside from his bread and butter of financial planning, De Thomasis also serves as the firm’s chief compliance officer – a hugely important role, given the current regulatory climate. In addition to completely overhauling the compliance structure at De Thomas Wealth Management, he also found the time to complete his CFP designation in 2014 and LLQP in 2015.
DE THOMAS WEALTH MANAGEMENT
Age: 34
Years in the industry: 11
Joining the family business in 2007, Jason De Thomasis didn’t have much time to learn the ropes before the industry was completely flipped on its head. Figuring things out during the financial crisis had its benefits, however, and today he manages more than $45 million in client assets.
Aside from his bread and butter of financial planning, De Thomasis also serves as the firm’s chief compliance officer – a hugely important role, given the current regulatory climate. In addition to completely overhauling the compliance structure at De Thomas Wealth Management, he also found the time to complete his CFP designation in 2014 and LLQP in 2015.
