InFocus: CRM2 Insight

New advisor + independent firm = match made in heaven

We examine how new advisors can safely navigate tumultuous markets by joining an independent firm

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Company Profile

DeThomas started in 1987 with a single office and four advisors. Today De Thomas manages over $1 Billion of assets with advisors and offices located across Canada. Even though we have grown in size, we continue to manage our business as if it were still a single family office. Each employee and advisor is valued and treated as family, where everyone has the opportunity to contribute and share their ideas.