David Thomas Email
Senior Financial Advisor @ Manulife Wealth
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David Thomas Location
- Cambridge, ON, CA
David Thomas Work
- 2005 -now Senior Financial Advisor @
- 2008 -now Life Insurance Advisor, David Thomas Insurance Agencies Inc. @ Manulife Wealth Insurance Services Inc.
- 2001 -2005 Financial Advisor @ Graham Mathew Investment Services Inc.
- 1988 -2001 Partner, Taxation @ Graham Mathew & Partners LLP
- 1987 -1988 Taxation specialist @ Coopers & Lybrand
- 1981 -1987 Senior Staff Accountant @ Clarkson Gordon
David Thomas Education
- Acadia University
Bachelor of Business Administration (BBA) (Accounting)
1977-1981
David Thomas Skills
- Strategic Financial Planning
- Estate Planning
- Investments
- Tax
- Financial Advisory
- Financial Planners
- Finance
- Insurance
- Small Business
- Auditing
- Wealth Management
- Personal Financial Planning
- Asset Allocation
- Certified Financial Planner
- Management
- Financial Analysis
- Retirement Planning
David Thomas Summary
- David Thomas, based in Cambridge, ON, CA, is currently a Senior Financial Advisor at Manulife Wealth. David Thomas brings experience from previous roles at Manulife Wealth Insurance Services Inc., Graham Mathew Investment Services Inc., Graham Mathew & Partners LLP and Coopers & Lybrand. David Thomas holds a 1977 - 1981 Bachelor of Business Administration (BBA) in Accounting @ Acadia University. With a robust skill set that includes Strategic Financial Planning, Estate Planning, Investments, Tax, Financial Advisory and more. David Thomas has 2 emails on RocketReach.
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