De Thomas Wealth Management, situated in Richmond Hill, Ontario, operates as a privately held enterprise. With a noteworthy track record spanning more than three decades within the financial services arena, this establishment holds substantial expertise. Heading the helm is Tony De Thomasis, serving as the firm's president. De Thomas Wealth Management is committed to providing impartial and equitable financial services. Collaborating closely with their clientele, they lay the groundwork for a robust financial framework that paves the way for the realization of individual financial aspirations. The firm excels in extending top-tier guidance and counsel to investors, ensuring the provision of a level of wealth management advisory services that is both exceptional and individualized. The hallmark of De Thomas Wealth Management is its capacity to tailor its services to accommodate the unique financial exigencies of its diverse client base. A notable facet of their commitment is the offer of a complimentary and non-obligatory evaluation of your existing investment portfolio, showcasing their dedication to assisting you in making informed financial decisions.
UNIQUE FACTS:
• 35+ Years in Business
• Integrity
• Building Long-Term Relationships
• Trust, Quality, Passion, and Longevity
• Honesty, Authenticity and Commitment.
Best Financial Services in Richmond Hill
Expert recommended Top 3 Financial Services in Richmond Hill, Ontario. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
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DE THOMAS WEALTH MANAGEMENT REVIEWS
I've been a client of Tony's (and now Jason's) for over 10 years and I could not be happier with the level of service, care, and attention. De Thomas Wealth truly cares about its clients and always explains things in simple terms so I know what I am investing in and what I can expect. I also never feel pressured and feel secure knowing the advice I'm getting is independent. I am extremely happy with the company and am so happy I made the decision to transfer my investments to the firm!!
DeThomas Wealth Management is the best! Offers expert advice in all financial matters. Excellent customer service. Reliable, professional and trustworthy. I would highly recommend DeThomas Wealth Management.
As a new client to this firm, I am just so happy with the level of service provided to me. My advisor and his assistant are great - They explained the process in detail each step of the way and thoroughly answered all my questions with ease. I look forward to our working relationship and it’s continued growth!
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Affinity Capital Management Inc., an autonomous entity nestled in Richmond Hill, Ontario, distinguishes itself as an independently operated establishment. Notably, they take immense pride in being the pioneering feedOM sponsor partner in Canada, a testament to their commitment to making a positive social impact. The professional team at Affinity Capital Management brings a conscientious and socially responsible dimension to a diverse range of financial advisory services. Affinity Capital Management Inc. passionately extends its support to individuals, families, and small businesses, empowering them in the pursuit of their financial ambitions. By adroitly melding sustainable growth prospects with well-established risk-adjusted returns, the firm champions an investment approach that not only yields favourable financial outcomes but also fosters a constructive ESG influence. Their website is home to a repository of valuable financial tools and calculators, underscoring their dedication to enhancing financial literacy and empowerment. Affinity Capital Management Inc. cordially extends an invitation to an exploratory meeting, one that is devoid of any obligations, as they strive to establish a foundation for a fruitful and collaborative financial journey.
UNIQUE FACTS:
• 32 Years of Experience
• Online Appointment
• On-Site Services.
Specialty:
Contact:
Working Hours:
Sat: 10am - 1pm
Sun: Closed
TBR® Inspection Report:
AFFINITY CAPITAL MANAGEMENT INC. REVIEWS
I've been working with Anup since January 2022. Each month he coaches me on how to think about, manage, and grow my financial portfolio. I love having Anup as a coach because I can talk to him about anything and don't feel embarrassed about asking questions that I feel I should probably already know but actually don't! I appreciate having tasks to complete each month as well as the opportunity to send him quick emails about matters that pop up between appointments. I highly recommend Anup and have already talked to some of my family and friends and family about his services.:))
I have been a client since 2017 and never in the past 6 years have I regretted my decision. Anup is trustworthy, knowledgeable, reliable, accessible and a true professional when it comes to your finances and investment planning. Most importantly, he spends a lot of time with you to come up with the best and most profitable plan for you without pressuring you. I highly recommend his services.
Anup has been doing my taxes for several years. He has also provided me with sound financial advice. Anup is also very caring and coached me in planning for mine and my family's future. I recommend Affinity Capital Management Inc. whole heartedly.
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Shahram Fakhimi serves as a dedicated financial advisor within the Edward Jones framework. His professional journey encompasses over 15 years in the capacity of a Senior Wealth Manager at two globally acclaimed international pension management firms. This extensive experience equips him with a profound understanding of his client's diverse requirements and a commendable receptiveness to their unique needs. Shahram Fakhimi actively collaborates with corporations to nurture their growth trajectories, offering invaluable insights that contribute to their success. In tandem, he extends his expertise to seasoned retirees, adeptly crafting intricate retirement income strategies tailored to their specific circumstances. His linguistic proficiency extends to English and Farsi, facilitating seamless communication with a wider clientele. One of Shahram Fakhimi's key roles is assisting clients in formulating a retirement savings strategy that best aligns with their aspirations. This strategic approach ensures a broader range of options for retirement, regardless of the path one chooses. Within the Edward Jones ecosystem, the focus spans comprehensive retirement preparedness, education savings, and fostering tax-efficient investment practices.
UNIQUE FACTS:
• Working with Over 300 Families and Business Owners
• Online Appointment
• On-Site Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: By Appointment
TBR® Inspection Report:
SHAHRAM FAKHIMI - EDWARD JONES REVIEWS
Shahram is amazing. He really took the time to understand our financial needs, and financial goals. He was really patient with us, and has always demonstrated a high level of professionalism. I really trust his judgement and am confident that he has our best interest at heart. Definitely referring him to my friends and family.
So grateful to have Shahram as my financial advisor. He is extremly professional and knowledgeable. Since day one he has taken the time to truly listen and understand my goals. He keeps in constant contact and has given me the confidence to know that I am in good hands.
Shahram is very professional, knowledgeable, and trustworthy. He has helped me understand a lot more about my current financial situation and how to plan for the future. I am so glad I made the switch to his firm. I highly recommend his services.
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