About us
For over 30 years we have provided customized tax services to each of our clients' unique needs, where we never provide "pre-packaged" tax strategies. We take the time to understand your unique situation, leaving nothing to chance. We take pride in providing our clients with the highest quality tax services. We take the necessary time to meet with you in a one-on-one meeting, which enables us to pinpoint your specific needs, apply the appropriate resources, and deliver a customized tax strategy. Our tax experts work diligently to help you keep more of your hard-earned income, save as much tax as legally possible, and put you in a better position to reach your goals.
E-mail: cdt@dethomaswealth.com
Tel: 905 731 9800
Fax: 905 889 1802
Head Office
9033 Leslie Street, Unit1
Richmond Hill ON L4B 4K3
Your tax planners
P: 905.731-9800 ext. 229
Jason De Thomasis
BMOS, CFP
Jason has been with the De Thomas Wealth since 2007 in the role of administration and compliance, and after successfully implementing a new back office system and overhauling the firm’s compliance procedures, he was promoted to Chief Compliance Officer. His role as CCO provided valuable insights into the vast amount of investment options available and served as an ideal foundation for his progression into becoming a Certified Financial Planner. Jason earned his Bachelors degree from The University of Western Ontario, before achieving the designation as a Certified Financial Planner in 2014. Jason has passed Level I of the CFA program and hopes to complete the CFA program earn the CFA Charter in the near future. When working with clients, Jason demonstrates a tremendous amount of effort and care to ensure he can provide the highest level of advice based on each of his client’s unique goals and objectives.
Cyndy De Thomasis
