Client Profile: Meet the Smiths, Retiring Abroad

February 07, 2024 |Thomas De Mello

Their Journey to Retiring Abroad in Spain

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Uncertainty unleashed: Sizing up the coronavirus impact on markets and the economy

March 17, 2020 |Thomas De Mello
While recession risks are rising, financial system stress is nowhere near 2008–2009 levels. We diagnose the current market and economic situation. Published by RBC Wealth Management - Last updated March 12, 2020 The rapid spread of the coronavirus, combined...
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Enhance your income and estate value with insurance-based solutions

April 24, 2019 |Thomas De Mello

There are several insurance-based income products that offer guaranteed income, investment protection and tax efficiency. These solutions can be added to diversify or enhance any investment portfolio.

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What to do with your tax refund - Strategies to optimize the use of your income tax refund

April 09, 2019 |Thomas De Mello

If you receive a tax refund, it may be a good opportunity to determine if you can use some or all of it to improve your financial well-being. This article discusses some strategies that may help you use your income tax refund wisely.

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Complimentary Insurance Review

February 25, 2019 |Thomas De Mello

Most Canadians understand that they need insurance; however, many don't understand all the advantages that insurance can provide or the various options available. Our complimentary insurance review ensures that your coverage is appropriate for you.

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The Corporate Wealth Transfer Strategy - Minimize Taxes and Maximize the Value of your Estate

February 18, 2019 |Thomas De Mello

The corporate wealth transfer strategy allows you to move corporate investment dollars from a tax-exposed environment to a tax-deferred one, maximizing the amount that is available to your estate.

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Community - Sven Baertschi of the Vancouver Canucks recognizes volunteers at HEROS Hockey

January 28, 2019 |Thomas De Mello

Sven Baertschi of the Vancouver Canucks takes time out of his busy schedule to recognize some of the top and longstanding volunteers at HEROS Hockey in Vancouver.

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