De Thomas Wealth Management

Closed
1658 Commerce Ave
Kelowna, BC V1X 8A9

De Thomas Wealth Management is a privately-owned firm based in Kelowna, BC, with over 30 years of experience providing clients with objective and unbiased financial services. With a solid foundation built on integrity, long-term relationships, and a commitment to client-focused advice, the firm manages $2.65 billion in assets across nine offices in Canada.

Offering a range of services including investment management, planning, and insurance, De Thomas Wealth Management focuses on delivering high-quality financial guidance tailored to individual client needs. Emphasizing independence, the firm ensures that its financial advisors provide unbiased recommendations devoid of corporate mandates, fostering trust and confidence in every client relationship.

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