Since working with Thomas and his team, both my wife and I found that they met and exceeded our expectations of working with financial advisors. They take the time to really know their clients which gives us all the confidence that not just our financial goals are well understood but also our risk tolerance and comfort levels. Thomas regularly provides updates and is always available to answer any questions or to explain options within our portfolio. He takes the time to explain and provide advice and guidance. We feel as though he truly cares about our family, our finances, and our future.

Thomas is a knowledgeable and professional financial advisor. He keeps himself current with the market and new funds that are available. We feel secure in our retirement planning a result of working with Thomas and we highly recommend his services.  (Employee & Business Owner) 

 

"We were referred to Thomas by our RBC Commercial Banker. We run a small family business and our time is very limited. The value Thomas and RBC Dominion Securities have provided has been immeasurable.
He walked us through all the processes, provided valuable information to help us make informed decisions around Succession Planning, Retirement and planning for our future. He set up meetings with industry professionals; Financial Planner and a Wills & Estate Planner, who gave us in-depth reports that have been very informative. These meetings saved us precious time. Thomas is attentive, professional and truly cares about you."
-Mary (Business Owner)


"Hello Eric,

I hope all is well with you and the business is great.

We are very close to the end of our new beginning in Spain and are in the process of finalizing the purchase of our new home( hoping to move in by end of January). I wanted to take a moment to let you know that Thomas has done an outstanding job managing our account so far, but more importantly that he was instrumental in facilitating some important transactions for us throughout the process.

To make a long story short, without his assistance it would have been a lot more difficult to meet deadlines and stay on track with our process of integration.  He is very carrying, shows great attention to details and follows up diligently until we are fully satisfied. We have to pinch ourselves sometimes! We are very happy that we transferred our assets to DS and are very grateful to have such an investment advisor like Thomas. Many thanks for your support and all the best to you all at DS in 2018.

Merry Christmas."

 - Rosco and Ana-Maria (Retirees - Letter to the Branch Manager)

 


 

"Thomas De Mello is my financial adviser. He is always friendly, responsive, reliable and, most important, trustworthy. Tom demonstrates a rare sophistication and understanding of market forces. When I ask him a question, he usually has an immediate, intelligent answer. If not, he will get back to me by the next day at the latest with a thoughtful reply. I feel totally comfortable with Tom, and I look forward to working with him for many years." - Peter H (Retiree).

 


 

"Having worked with Thomas in various capacities since 2012, he is somebody I trust fully with my finances and always goes the extra mile to service his clients. Thomas and his team provide exceptional client service , sound advice and most importantly, peace of mind. They walked me through a robust financial planning process to ensure all my financial affairs were in order and provided simple, straightforward solutions to complex and confusing problems. I would not hesitate to recommend Thomas and his team to anyone searching for a new financial advisor." - Denis (Employed)

 


 

"I first met Thomas in 2006 when I interviewed him for a Co-op Student position with the Government of Canada. During the interview, he quickly proved to be a very impressive young man – erudite, thoughtful, intelligent, and mature beyond his 20 or so years. Needless to say, we hired him for the one-year Co-op term, and when he subsequently graduated from Simon Fraser University with a bachelor’s degree in Economics, we were happy to offer him a full-time position as a Client Accommodation Services Advisor responsible for co-ordinating the provision of office accommodation requirements for various federal departments and agencies throughout BC and Yukon.

Although I retired from the government in 2008, I kept in touch with Thomas and many of his colleagues and am pleased to note that he continued to maintain the same high work standards and level of integrity he had demonstrated when we first interviewed him.

 

A couple of years ago, an opportunity presented itself, and Thomas moved to RBC Dominion Securities to pursue a career as an Investment Advisor - a role which he had trained for as a student. Several months ago, my long-time financial planner retired, and I didn’t hesitate to ask Thomas if he would look after my portfolio. Since that time, I have once again been struck by Thomas’ calm demeanour, his professionalism, and his general willingness to think outside the box. As a closing comment, I would suggest that the Federal Government’s loss is definitely RBC’s gain, and I would not hesitate to recommend Thomas to anyone who may be looking for a new Investment Advisor."

 

- Joe (Retiree)