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

two businessmen smiling over financial reports

Has the Fed won the war on inflation?

Feb 03, 2023

A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.

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looking up at highrise buildings

Do U.S. corporate earnings signal slow growth in 2023?

Jan 26, 2023

Amid economic uncertainties, we look at potential downside risks—and why a constructive outlook may be warranted.

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As the U.S. hits the debt ceiling, what’s next for financial markets?

Jan 20, 2023

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

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