Approachable. Passionate. Dedicated.


As one of the leading investment advisor teams at RBC Dominion Securities, we’ve never lost sight of what’s important: being there for our clients – always. We pride ourselves on being approachable, no matter your financial concern or opportunity, providing passionate and expert advice in all aspects of wealth management, and remaining dedicated to helping you achieve your goals, now and in the future.

Robert de Mello, CIM, PFP, FCSI

Associate Advisor & Financial Planner


Lakeshore Advisory Group of RBC Dominion Securities


The first step to uncovering your dream – and organizing your finances to help accomplish it – is a simple conversation.

Phone: 905-469-7086

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Bill is always available to talk and set up scheduled bi-annual meetings without question. Our meetings are never rushed and his team takes a very proactive approach to my family’s financial needs by informing us of new programs and other value-added services. I highly recommend Bill and his team. I truly believe they care about each and every one of their clients.

– Mark S., entrepreneur & business owner

Ready to see the bigger picture?

Let’s talk through the details and create a plan to bring it to life.

Contact us today