Make customized financial decisions for your future

Helping you to achieve your goals by providing unbiased financial advice, so you can make informed financial decisions that you can feel confident in. When you work with an independent, experienced Advisor, it means you gain access to unbiased advice, personalized service and the dedication to addressing your unique concerns and future goals. Let us help you reach your goals now, and in the future.

David Thomas, CPA, CA, CFP, CLU

Senior Financial Advisor, Manulife Wealth Inc.
Chartered Life Underwriter, Manulife Wealth Insurance Services Inc.

David has four professional designations in addition to a university degree in business: Chartered Professional Accountant, Chartered Accountant, Certified Financial Planner and Chartered Life Underwriter.

We pride ourselves in offering a high level of personal service along with competent, integrated financial advice (investments, taxation, financial planning, insurance). Our clients hold a wide range of investment products, including stocks and bonds. We offer a flexible and transparent asset based fee which is customized for each client relationship.

519-620-2035 x 209

David's Support Team

Kelly Thomas, CFP, BBA

Financial Advisor Assistant,
Manulife Wealth Inc.
519-620-2035 x 243

Hayden Lemay, BComm

Investment Advisor Assistant,
Manulife Wealth Inc.
519-620-2035 x 235

Denise Thomas

Office Administrator,
Manulife Wealth Inc.
519-620-2035 x 251

A tailored experience

Your financial needs and goals are unique, that is why we strive to provide our clients with a custom and personalized approach to their financial strategy. Backed by trusted experience and expertise, we focus on developing the right solutions for you, at the right price.

Who we help.

Individuals & Families

Individuals and families seeking customized solutions to ensure they plan, build and transfer their wealth securely.

Businesses

Small to large companies looking to grow their wealth, retain employees, and ensure the longerm success and cash flow of their company.

Professionals

Professionals at any stage of their careers looking to streamline investments and assets to better focus on their unique practice, succession plans or tax-saving strategies.

Services & Solutions

Our expansive product offering provides our clients with a comprehensive suite of quality options tailored to fit their financial goals and advanced investment needs.

Investment Solutions

Sound financial advice makes all the difference. We believe in providing hands-on expertise and tailored solutions to help build and protect your wealth for generations.

Insurance Solutions

Designed to help you protect what matters the most, our advice and products can bring solutions across Health and Life Insurance, Critical Illness and Travel Insurance.

Retirement Planning

Navigating the complex world of retirement planning is challenging. Get the guidance you need as you approach retirement, enter it, or live it every day, to maximize your government benefits and retirement income.

Estate Planning

You work hard to accumulate assets and we can help make sure they're passed on to the people you selected and in the manner you intended.

Tax Planning

Paying too much tax hurts. We can help identify strategies that will help you minimize the amount of tax paid for yourself or your business.

Group Plans

Increase loyalty for your business while retaining the best talent with cost effective and tax efficient plans that can help protect employees, minimize turnover and increase satisfaction.

Banking Solutions

In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your goals.

Financial Tools & Calculators

We are here to help. Contact us to help explain your results and what they mean for your situation.

InsureRight
Needs Calculator ↗

Use your financial information today to help decide how much insurance you may need.

Budget Planner Tool ↗

Create your customized budget and receive personalized tips to improve your finances.

Mortgage Calculator ↗

Determine what you can afford and estimate what your expected payments may be.

These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual's situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that this calculator is reliable, accurate, or complete or that it will be compatible with your computer.

We work closely with you to provide personalized advice to help you reach your goals. Our partnership with Manulife Wealth allows us to offer a broad spectrum of customized financial solutions for every stage of your life. We’re backed by the strength and stability of Manulife, serving individuals, groups, and institutions around the world.

Learn more about Manulife Wealth LEARN MORE ABOUT MANULIFE OPEN A MANULIFE BANK ACCOUNT LEARN MORE ABOUT MANULIFE INVESTMENT MANAGEMENT

Our Latest Insights & Articles

Loading Posts...

David Thomas

Manulife Wealth Inc.

Unit 1234, 150 Pinebush Road
Cambridge, Ontario N1R 8J8

Phone: 519-620-2035

Fax: 519-620-1491