Thomas Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
Welcome
Our primary objective is to ensure our clients are on track towards achieving their financial goals by utilizing a personalized wealth strategy that is as unique as they are. This starts with a detailed discussion to gain a thorough understanding of their needs, goals, and circumstances; which is paramount to the success of the wealth management process as it provides the information needed to tailor investment advice.
This approach recognizes that investment management is only one key part of a larger picture. Through engaging the industry-leading team of financial specialists at RBC Wealth Management, we will create an all-encompassing wealth strategy that incorporates financial planning, insurance solutions, tax minimization, estate and legacy planning and more. Whether you are planning for retirement, managing wealth across generations, or handling assets for both your family and your business; we will work with you to develop an appropriate strategy now to help secure your financial future.
Ready to help with whatever your needs are
Our team is here to meet you where you are at in life, and provide tenured expert advice so that you can sleep stress free at night.
Whatever your path is
No two paths in life are the same. Everyone is on a different journey, and we deal with clients from many backgrounds. With expert advice rooted in over 25 years of experience, our team will build a portfolio that suits your needs for your path. Whether your goal is growing wealth, generating income, minimizing taxes, or planning for retirement, we will work tirelessly to ensure you are taken care of. We also understand that sometimes all you need is a second opinion on your current portfolio. We would love to meet with you and provide that same expert insight on your current holdings elsewhere.
Client testimonials
"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’s demeanor 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
"Kevin Thomas has been advising our family and its businesses for 20+ years, during which time we have consistently received outstanding levels of service"
-Gary, on behalf of the Brownstone family
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return