Sean Thomas

Sean Thomas
Sean Thomas

Senior Portfolio Manager

Senior Investment Advisor

Working together to help you achieve what truly matters to you

Contact me

Phone

Office

(416) 983-1194

Office Location

66 Wellington Street West 36th Floor Toronto, ON M5K 1A2. map

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Sean has over 25 years of experience behind him and another 20 years of potential ahead of him. He and his team advise high-net worth individuals, families and organizations with a wide range of financial needs. Whether you are building your assets or shifting into retirement, his insightful counsel, disciplined approach and focus on effective risk management can help you make informed decisions to shape the future you envision for yourself and your family or business.

Prior to joining TD Wealth Private Investment Advice, Sean spent a year at TD Asset Management, which gave him a respect for research and a love for pouring over numbers. He became an advisor to work more closely with people and help give those numbers tangible meaning. After earning a degree in History and Math at the University of Western Ontario, he later deepened his skills by earning the Chartered Investment Manager (CIM®) designation. His Fellow of Canadian Securities Institute (FCSI®) designation attests to his professional acumen and conduct.

Sean serves on the TD Wealth Portfolio Manager Advisory Committee, where he works to help simplify and streamline the discretionary wealth management process for affluent clients. A former triathlete, mountain biker and an avid cyclist, he enjoys relaxing with family and friends, taking in a good book or an exhibit at the Royal Ontario Museum or Art Gallery of Ontario, and attending live concerts.

Phone

Toll Free

(800) 563-5095

Fax

(416) 307-6680

Branch Phone

(416) 307-6672

Branch Fax

(416) 307-6680

Languages

English

Comprehensive Wealth Management
With over 20 years of experience and a professional, client-focused approach, we can help you achieve your goals through individually-tailored wealth strategies.

Our clients lead busy, complex lives and we believe that they appreciate the value of our experienced advice. We aim to be a team they can trust to coordinate and oversee their financial matters.

DWealth Certified

We are uniquely trained to manage money for Deloitte Partners.

We work to help protect and grow your wealth

through customized, disciplined investment portfolios and effective risk management. Our mandate is to help protect your assets for generations through prudent strategies and multigenerational relationships. We strive to accomplish this by providing advice aimed at helping to ensure the strong and stable growth of your assets in a wide range of market conditions.

We provide holistic planning

Applying experience gained over more than 20 years in the industry and the expertise of a network of TD Specialists as needed, we can provide comprehensive wealth planning strategies for you, your family and your business.

Asset-based wealth management

These services can add tremendous value and are included in your asset-based wealth management fee:
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The Benefits of Discretionary Investing

  • Freedom to shift your focus to what matters to you by delegating the day-to-day investment decisions to a trusted investment professional.
  • A customized Investment Policy Statement (IPS) based on your objectives, comfort and financial situation sets the guidelines, asset allocation and diversification of your portfolio. 
  • One transparent, asset-based fee with no commission per trade. 
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