Life is a series of moments
At Fickling Janitis Thomas Wealth, we believe that planning for your key moments in life is paramount to your success. To that end, your financial plan and investment approach should be as unique as you are. It’s our job to dive deeper to uncover every individual piece – your goals, dreams, and aspirations – and, ultimately, help you succeed in all aspects of your life.
Who we are
Backed by advanced industry accreditations and over 65 years of combined experience, we work hard to build long-term relationships with our clients and their families – one that goes beyond the numbers.
A team approach to professional wealth management
The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy. With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families. From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.
Jessica Thomas
Eric Janitis
Carol Fickling
Gary Weatherup
Colin Prisner
Vann Robson
Timea Janos
Shin Park
Sophie McGregor
Tyler Macpherson
Hope Mihalic
The team’s areas of expertise include:
Retirement planning
Helping you meet your retirement income goals and maximize your after-tax retirement income.
Financial planning
Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals.
Taxation
Implementing strategies to help reduce your family’s tax burden.
Business ownership planning
Helping you effectively transition from your business while reducing taxes and maximizing retirement assets.
Estate and trusts
Efficiently transferring your wealth to the next generation.
Insurance solutions
Providing financial security, tax reduction, enhanced retirement income and legacy protection.
Charitable giving
Helping you maximize your charitable legacy.
A collaborative partnership
We recognize that your financial needs are varying and, often, complicated. No moment is too small for our undivided attention, care, and expertise. That’s why we partner with RBC’s robust team of specialists in all areas to manage the full scope of your financial affairs.
RBC Private Banking
We’ll connect you with private banking specialists that provide sophisticated banking, cash management, cross-border, and credit solutions for you, your family, and your business.
RBC Premier Banking
Our extended team of Premier Banking advisors provide specialized credit, lending, and banking solutions for your specific needs.
High-net-worth and business owner planning
For an integrated wealth management experience, we collaborate with a highly skilled team of experts for personalized tax, estate, succession, and financial planning strategies for affluent families and business owners.
Will & Estates
Our consultants can help you prepare for your future with an organized, tax-efficient transfer of assets to loved ones or charitable causes close to your heart.
Financial planning
A practical plan for every piece
We specialize in fluid and innovative financial planning that is understandable, enjoyable, and actionable for our clients. We focus on providing practical recommendations that can be easily implemented, rather than a lengthy, complex plan that will sit in a drawer gathering dust.
Retirement projections
complete with cash flow and income planning recommendations
Customized tax and estate planning
with strategic advice and charitable giving options
Multigenerational wealth planning
that takes into consideration family dynamics, needs, and future plans for a smooth transition of wealth
Seamless service
that goes beyond the numbers to provide a curated, personalized experience as well as an actionable plan that generates real results
Investment management
Every piece matters
Our team’s leaders, Jessica and Randy, have earned the highest level of designations attainable in the investment industry, allowing them to make day-to-day investment decisions on behalf of their clients. Trust is one of the most important pieces of this process, which is why we are committed to building long-term relationships and celebrating alongside our clients as they reach their big moments.
Our core beliefs:
Investors often overestimate their ability to handle market fluctuations and are tempted to abandon their plans during downturns.
No one can predict the future, which is why having a well-rounded financial plan is critical to long-term success.
Holding high-quality securities in a diverse portfolio always makes sense.
Our clients recognize that their time is better spent on the people and moments that matter most to them, which is why they prefer to leave the day-to-day management to us.
Everyone’s situation is unique, and understanding their key priorities, from their perspective, is crucial to delivering real value.
Quality of advice and service, not quantity of transactions, is the fundamental basis of our service to clients.
Your portfolio
How it all fits together
We believe that our disciplined investment approach and enhanced risk management processes make for a winning strategy for our clients.
Our disciplined process includes conducting investment and macro strategy research, crafting investment policy statements and asset allocation plans, and monitoring and keeping our clients informed of their progress.
Goal setting
Personalized strategies
World-class research
Tax considerations
Risk mitigation
Detailed reporting
Community involvement
Alzheimer Society - Southwest Partners
Children's Health Foundation
United Way - Elgin Middlesex
Guitars to Kids
Wellspring - Cancer Support
Gilda's Club - Simcoe Muskoka
Children's Aid Society - London & Middlesex
Rotary Club of London
Research and resources
