Thomas de Mello, CIM

Portfolio Manager & Investment Advisor

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Personalized Wealth Management

 

Wealth Management strategies customized for your unique needs:

Our team provides investment management and financial planning for high-net-worth individuals, families and business owners. We follow a disciplined process and investment strategy to simplify your financial affairs and provide peace of mind.

Our goal is to ensure that our clients are in the best position possible with respect to all of their financial affairs. See Our Client Commitment.


Who we work with:

To maintain our high level of standard for in-depth and personalized service, we work with a smaller number of clients with $500,000 or more in investable assets. Our clients are typically business owners, retirees and pre-retirees who require ongoing advice and guidance for both their investment portfolios and overall wealth management plan.

We also specialize in working with non-resident clients. This may be the family that decides to retiree and move overseas permanently, or someone who is overseas temporarily for work or other obligations. We provide ongoing investment management and advice while you continue to enjoy the benefits and security of working with Canada's largest financial institution.


Our services:

While Investment management is the core of what we do, your relationship with us includes a comprehensive offering of additional services and advice:

  • Financial Planning
  • Tax Planning
  • Retirement Planning
  • Will and Estate Planning
  • Charitable Giving
  • Credit & Lending
  • Business Owner Planning

Recent Posts

What’s calmed markets during the banking stress?

Mar 31, 2023

We see four reasons why the stock market has punched through the turbulence and give our thoughts on the main risks from here.

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image of bank

A crisis for a few banks is not a banking crisis

Mar 24, 2023

Several factors distinguish the recent turmoil from the 2008–09 crisis. We discuss U.S. policymakers’ current approach, and the risks for investors in U.S. banks.

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lambs in field sunrise

Will the market volatility that came in like a lion go out like a lamb?

Mar 24, 2023

We look at the implications of the Fed’s latest rate hike and whether broad market volatility brought on by the banking stress can continue to fade.

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