Client Profile: Meet the Smiths, Retiring Abroad

February 07, 2024 |Thomas De Mello

Their Journey to Retiring Abroad in Spain

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2024 TFSA Contribution Information & 2023 RRSP Deadline

January 04, 2024 |Thomas De Mello
2024 TFSA Contribution Information You can now make your Tax-Free Savings Account (TFSA) contribution for 2024 (up to $7,000.00). If you haven’t maximized your TFSA contributions in the past, you can also catch up on your 2009-2023 contributions. The...
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Artificial Intelligence: Understanding The Basics, Practical Usage & Investment Implications 

August 28, 2023 |Thomas De Mello
Artificial Intelligence: Understanding The Basics, Practical Usage & Investment Implications Tuesday, Sep 26th, 2023 12:00 - 12:30PM PST - Via Cisco Webex Please join us for this timely advice event, featuring special guest Dr. Sarah Johnson. We will...
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Finances Family Future RBC Wealth Management

Monthly Newsletter: Portfolio Advisor - May 2023

May 18, 2023 |de Mello Wealth Management

Views on the global financial markets and insights on managing your wealth.

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Monthly Newsletter: Portfolio Advisor - November 2022

November 14, 2022 |de Mello Wealth Management

Views on the global financial markets and insights on managing your wealth.

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Monthly Newsletter: Portfolio Advisor - September 2022

September 12, 2022 |Thomas de Mello, CIM
Global Insight Monthly - August 2022 I am pleased to share the latest investment strategy report from RBC Wealth Management—Global Insight, which provides our latest thoughts on asset classes, the economy, and timely issues that impact investment strategy...
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Monthly Newsletter: Portfolio Advisor - August 2022

August 10, 2022 |Thomas de Mello, CIM
Global Insight Monthly - August 2022 I am pleased to share the latest investment strategy report from RBC Wealth Management—Global Insight, which provides our latest thoughts on asset classes, the economy, and timely issues that impact investment strategy...
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Advice Event: Will and Estate Planning

April 28, 2022 |Thomas de Mello, CIM
Advice Event: Will and Estate Planning Living for Today, Planning for Tomorrow Thursday - May 12, 2022 12:00PM - 12:45PM PST Click Here to RSVP Please join us for this virtual advice event where we will be discussing all the main components of preparing...
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Individual Pension Plans

September 14, 2021 |Thomas de Mello, CIM
Individual Pension Plans (IPPs) offer massive advantages to qualifying business owners. Here are 10 ways to benefits from IPPs. 1. Maximize your tax-sheltered retirement savings IPPs are the most tax-efficient registered retirement savings plan allowed...
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Segregated Funds

September 14, 2021 |Thomas de Mello, CIM
Many Canadians are unsatisfied with the returns offered on GICs and term deposits in today’s market but are unwilling to take on the added risk that comes with mutual funds or stock investments. Traditional segregated funds can meet your needs if you...
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