Kevin Thomas, FMA, FCSI

Senior Investment & Wealth Advisor 

Office: (204) 318-1801, Cell: (204) 229-1107, Email: kevin.thomas@rbc.com

With over 20 years of financial industry experience and expertise, Kevin provides sound advice and personalized solutions for investors looking to grow and protect their wealth. He holds the Professional Financial Planner (PFP) and Financial Management Advisor (FMA) designations, and is also insurance-licensed; enabling him to advise clients on tax-deferral, risk management and complex estate planning strategies. Kevin has also earned the highest honour and most senior credential in Canadian financial services; the Fellow of the Canadian Securities Institute (FCSI) designation. The institute reserves the FCSI for investment professionals who meet the highest standards of advanced education, ethical conduct and peer endorsement.

Through an in-depth discovery process and ongoing communication, Kevin builds long-lasting relationships with his clients based on trust and care. He will help develop an all-encompassing wealth strategy for you, your family or your business to help secure your financial future.

Kevin was born and raised in Brandon Manitoba, where he met his wife Aujah. They then moved to Winnipeg together in 1997 where they got married and had their two children, Carter, and Sydney.  He has been both a coach and spectator at his kids sporting events, and can be found cheering them on at the rink, diamond or volleyball courts. In addition, the Thomas family enjoy spending time together at their family cabin in Clear Lake, traveling together on family vacations, downhill skiing, and volunteering with community events.

Emily Rea

Associate 

Office: (204) 318-1807, Email: emily.rea@rbc.com

Emily has been working in the financial services industry for over 3 years. After completing her education at the University of Winnipeg she received a Bachelor of Arts degree in Criminal Justice. She has always had a personal interest in finance and has previously worked collaboratively with a team in the Wealth Management industry as a licensed Associate Consultant. She has successfully completed her Canadian Securities Course through the Canadian Securities Institute as well as the Conduct and Practices Handbook. Her goal is to eventually become IIROC licensed.

Emily was born in Camrose, Alberta and has lived in Minot, North Dakota, Saskatoon and Lethbridge before finally settling in Winnipeg. After completing her B.A. she transitioned into Wealth Management as an Associate Consultant and completed her Canadian Investment Funds course and her Life License Qualification Program. Her team’s specialization was estate & retirement planning and insurance planning. She has recently joined Thomas Wealth Management Group where she is responsible for preparing documents, meeting packages, account management and client communication and servicing.

Outside of work, she is a former competitive dancer with over 20 years of training and teaching and has lived in New York City for a period of time. She enjoys spending time at her family cabin in the summer and loves to travel.

 

​​​​​Carter Thomas

Administrative Assistant 

Office: (204) 988-5828, Email: carter.thomas@rbc.com

Carter is in his final year of the commerce program at the Asper School of Business in Winnipeg, Manitoba. He is graduating with a major in marketing with the goal of becoming an investment advisor himself. He has always had an interest in finance as he comes from a home where both parents were in the field, and he hopes to follow in their footsteps.

Carter is very excited to be a part of the Thomas Wealth Management team, and is eager to learn and grow his skills in the field.

Outside of work Carter loves sports. He has played baseball and hockey for most of his life, and loves to golf in the summer. He also loves traveling and getaways to his family cabin in Clear Lake Manitoba. 


Extended Team

 

Advisor

Wanda Lavallée

Premier Banking Advisor, RBC Royal Bank


Advisor

Lori AsseIin

Premier Banking Advisor, RBC Royal Bank


Advisor

Doreen Costantini, CIM

Vice-President & Financial Planning Specialist, Family Office Services, RBC Wealth Management


Advisor

James Kopp, B.Comm. (Hons)

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Rebecca Bae

Will & Estate Consultant, Family Office Services, RBC Wealth Management