See What Clients Have to Say...

 

“Trust, reliability, and integrity are all cornerstones paramount to a successful client experience.

At Thomas Wealth Management, that experience is our top priority. Our commitment to your success is actioned by prudently and thoughtfully tailoring a personalized wealth solution for each and every client.”

- Kevin Thomas

 

"My family and corporations have used Kevin and his team at Thomas Wealth Management under the RBC DS umbrella for many years. Kevin has proven himself to be more than just a trusted and valued advisor, but a confidant and a friend. He is steady and balanced, thoughtful and opinionated in his approach to managing my investments, while at the same time respectful of my wishes and thoughts. Through Kevin's guidance we have grown the value of our portfolios while being comfortable in knowledge that the challenges presented by the markets are being handled by someone that I have a great deal of confidence in."     - Gerald Diamond

 

 

 

 

"Kevin Thomas has been my Investment Advisor for more than a decade. Throughout my relationship with Thomas Wealth Management Group, Kevin has been instrumental in guiding me in the development of an expanding family portfolio, segments of which have very different objectives, timelines and risk tolerance. Kevin and his Team have always been available for open discussion and are always willing to explore novel investment ideas. He is thorough in his research and is never reluctant to seek expert opinion from others, in his quest to provide an informed and reliable recommendation to his clients. Kevin has been invaluable in Estate Planning. He has arranged meetings with individuals with expertise in insurance, retirement planning and tax minimization. As his guest, I have attended presentations on subjects such as: market forecasting, principles of wealth accumulation (The Wealthy Barber), the need for an Executor. Kevin’s demeanour is relaxed, yet exudes confidence. He is a gentleman of integrity and I feel very confident that he has provided advice and guidance in an honest and caring manner. I have, and will continue to recommend his services to others." 

- Dr. Sheldon Koven

 

 

 

 

 

"For over twenty years, both my wife and I have been dealing with Kevin Thomas of Thomas Wealth Management. Our experience with him on every level has been nothing short of perfect. Whether it is the advice he has given us, the care he has put into taking care of both me and my family, or the quick phone call responses back to me whenever I have any questions, my relationship with him feels both personal, and my well-being is extremely important to him. All of these qualities hold high value to me and I am very proud to say I deal with somebody containing all of these. Kevin devotes both time and effort into our relationship, and I am so happy that I am able to have someone in my life of this caliber that I deal with. I cannot recommend Kevin enough, and when presented with the opportunity to introduce others to him, such as my son-in-law, I do not hesitate to do so."     - Ben Hochman 

 

 

 

 

After 20 years of working with a variety of previous investment advisors, I was introduced to Kevin and his tea. It's now been more than 20 years since I moved my accounts to RBC DS, and I remain impressed by Kevin's knowledge, his non-pushy approach to providing investment advice, and his regular and down-to-earth follow up. Since the beginning, my goal has been to build towards a comfortable retirement, and now that I am at that point in my life, I can happily say that we managed together to achieve the goals set out long ago. From creating a portfolio designed to create a risk vs. return balance that worked for me, to making adjustments as market and life conditions changed, Kevin's calm and well-reasoned advice helped me navigate around and through plenty of challenges. Having access to RBC DS's vast resources has also allowed Kevin to provide a solid framework to now reap the rewards of all that hard work. I am comfortable that I know how much and when it makes sense to access my portfolio during my retirement, to allow my family and I to achieve our goals, both now and in the future. Thank you Kevin, for your many years of effort, I look forward to continuing our relationship and am happy to recommend your services to anyone looking for investment and financial planning advice. All the best!     - Rob Davidson

 

 

 

 

"In 2019, a family member had recommended Kevin at RBC to my wife and I as they were very happy with his help on investments. Our portfolio contains both personal and corporate investments so it was important
that we find a portfolio manager who was capable of handling both, as well as guiding us in various aspects moving forward. Needless to say we are thrilled with Kevin and his team since we switched to Thomas Wealth Management, Kevin has guided us with investment advice in both registered and non-registered accounts and
provided valuable feedback and overviews on the current state of the markets. He takes the time to understand our lifestyle goals and the importance in passing on wealth to the next generation in a tax efficient way. The extra's Kevin offers are also very valuable, they have allowed us to secure insurance to minimize estate shrinkage, complete wills and POA's and works with our accountant during tax season.
The word trust is a word that is not given lightly, but I can say with surety that Kevin has earned our trust and is a vital part of our retirement plans and future planning, we highly recommend Kevin and his team at Thomas
Wealth Management."
 
- Chris Shamlock & Jacqueline Turcotte-Rhule
 
 
 
 

"Unhappy with our previous financial advisor's lack of attention, we decided to look for someone new to help us. Our family recommended talking with Kevin Thomas, of Thomas Wealth Management. As soon as we met him, we knew he would be our new advisor. In addition to offering a wider range of investment options and advice, Kevin was kind, knowledgeable, and approachable right from that first meeting. We are now much more confident we are getting first rate investment advice and detailed planning reports and have recommended him to others as well."     - Karen and Debbie

 

 

 

"Kevin Thomas has been advising our family and its businesses for 20+ years, during which time we have consistently received outstanding levels of service. Kevin is always extremely well-researched, has invested time and energy in developing a deep understanding of our investment criteria and goals, and is exceedingly prompt and attentive in his service levels. Let me add that he is supported by a team that upholds his level of professionalism. We have always been impressed with how responsive Kevin has been in developing a customized approach to building our portfolio, and the added value he brings by working seamlessly with our other professional advisors to ensure the best decisions are being recommended. Most recently, Thomas Wealth Management has been working with us on some inter-generational issues, and their empathy and understanding of the process and some of the issues that can arise, have been exceptionally helpful and extremely appreciated. Kevin has developed a relationship with our family that greatly transcends the professional world. I have recommended, and will continue to recommend, Thomas Wealth Management, when asked."

- Gary on behalf of the Brownstone family

 

 

 

 

"Kevin Thomas and his team have been my Financial Advisors for over 13 years. My introduction to Kevin came through my late father, David, whom Kevin had been working with going back to 2003. As a non-financial person, I appreciate the time he takes to explain things in a way that I can understand. He and his team are very responsive to any questions I may have. He knows my financial objectives and structures my investments in order to meet my objectives. I trust his advice and would highly recommend kevin to anyone looking for solid financial advice."
- Joy Kaufman 
 
 
 

“Kevin Thomas’ approach to client interactions is distinguished by diligence and prompt responsiveness. His resourcefulness is particularly noteworthy. The proficiency with which he locates the necessary information aligns with engineering principles of problem-solving and efficiency. Furthermore, his commitment to exceeding client expectations reflects a laudable dedication to professional service.”     

- Lot Shafai

 

 

 

"Upon my husband’s retirement we were faced as to what to do about his pension. Do we leave it in the current plan that looked to be an attractive interest rate? There were so many documents to read never mind all the signing to the many different options, something we did not truly understand. As Kevin was already looking after all our investments we shared with him how perplexed we were with all the paper and options. He immediately inquired if we would like him to take a look. We were more than happy to do this and knew he would give us the best advice. He took the time to go through the details thoroughly and explained all our options which were several. In my conversations with the pension company they offered no explanation just basically sign here. Well there was no question in our minds of who we wanted to entrust with my husbands retirement plan. The transfer was seamless and Kevin kept in touch of the whole process. He gave sound advice on what we needed to make our goals in retirement. Annually we review our portfolio to ensure we are still having our needs met in our retirement . Kevin is always just a phone call away for any questions or changes and most importantly sound advice. He is professional, reliable and always makes you feel important as a client. We are so pleased with the Thomas Wealth Management team that we have referred friends, family and colleagues. They are so thankful for our referral to have someone who understands their goals, needs and best interests. Thank you Kevin, Carter and Emily for making us feel like a part of the Thomas Wealth Management “family” with consistent and sound financial advice. Kevin is dedicated to his clients , when people ask “so how is your financial planner, we don’t know if we are getting the right advice” our reply is “would you like to meet ours”. Thank you Kevin for all that you do not for only our ourselves but for all your clients."     - Peter and Kimberley Turcotte

 

 

"I’ve known Kevin since the beginning of Thomas Wealth Management. Kevin’s management style encourages confidence. I especially look forward to his quarterly calls and updates. I appreciate Kevin’s personable service. He has made an effort to get to know me and my family and our priorities for investing."

- Julia

 

 

 

 

 

We have been working with Kevin and his team for over a year now. From his first visit until today he has been a pro, always answering questions in an understandable way for people not in the finance world. His team is very responsive when asked for support and always ensure paperwork is delivered on time. They have met every one of our expectations, and I've recommended Kevin to family and friends.

- Rob Read