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

hedgehog walking under log

Investing for 2023: We are the hedgehog

Dec 02, 2022

One big thing—the arrival of a U.S. recession in 2023—should shape the investment landscape over the next 12–18 months. What does that mean for investors?

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man meeting with advisor

Not a phantom rally in equity markets

Dec 01, 2022

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

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junk boat crossing hong kong harbor

Global Insight 2023 Outlook Regional Focus: Asia Pacific

Dec 01, 2022

As a new strategic agenda begins to take shape in China, macro developments in Japan are relatively positive.

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