Jason de Thomasis Email & Phone Number
Certified Financial Planner® @ De Thomas Wealth Management
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Jason de Thomasis Location
- Richmond Hill, ON, CA
Jason de Thomasis Work
- 2014 -now Certified Financial Planner® @
- 2010 -now Chief Compliance Officer @
- 2007 -now Financial Advisor @
Jason de Thomasis Education
- Western University
BMOS (Bachelor of Management and Organizational Studies)
2001-2005
Jason de Thomasis Skills
- Finance
- Mutual Funds
- Management
- Investments
- Analysis
- Wealth Management
- Retirement Planning
- Training
- Internal Controls
- Internal Audit
- Financial Planners
- EMD
- OPD
- Financial Advisory
- Fixed Annuities
- Insurance
- Retirement
- Asset Managment
- Wealth
- Strategic Financial Planning
- Estate Planning
- Compliance
- Policy
- Financial Planning
- Critical Illness
- Portfolio Management
- Asset Management
- FPSC Registered Candidate
- Investment Advisory
- Investment Strategies
- Financial Services
- Asset Allocation
- Risk Management
- Financial Risk
- Financial Modeling
- Business Planning
- Investment Management
- Tax
- Wealth Accumulation
- Personal Tax Planning
- High Net Worth Individuals
- Life Insurance
- Term Life Insurance
- Disability Insurance
- ETFs
- Index Funds
- Investment Portfolios
- Investment Portfolio Design
Jason de Thomasis Summary
- Jason de Thomasis, based in Richmond Hill, ON, CA, is currently a Certified Financial Planner® at De Thomas Wealth Management. Jason de Thomasis brings experience from previous roles at De Thomas Wealth Management. Jason de Thomasis holds a 2001 - 2005 BMOS in Bachelor of Management and Organizational Studies @ Western University. With a robust skill set that includes Finance, Mutual Funds, Management, Investments, Analysis and more. Jason de Thomasis has 1 emails on RocketReach.
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