Monthly Newsletter: Portfolio Advisor - January 2024

January 18, 2024 |Thomas De Mello
RBC Global Insight Monthly - January 2024 I am pleased to share the latest investment strategy report from RBC Wealth Management—Global Insight, which provides our current thoughts on asset classes, the economy, and timely issues that impact investment...
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December 2023

Monthly Newsletter: Portfolio Advisor - December 2023

December 19, 2023 |de Mello Wealth Management
Global Insight Monthly - December 2023 RBC Global Insight - 2024 Outlook RBC Wealth Management has launched the Global Insight 2024 Outlook, which showcases unique perspectives on the catalysts and challenges that could impact investment portfolios in...
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Global Insight Monthly - November 2023

November 14, 2023 |Thomas De Mello
Global Insight Monthly - November 2023 I am pleased to share the latest investment strategy report from RBC Wealth Management — Global Insight, which provides our current thoughts on asset classes, the economy, and timely issues that impact investment...
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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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female looking at her taxes in page

7 Tips to Keep You Safe This Tax Season

February 19, 2021 |RBC Royal Bank

Tax scammers try many tricks to separate you and your cash — from email notices and offers, fake websites, and even over the phone or in text messages. Here's what to look out for.

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Tax-efficient investing - Enhancing your after-tax return on personal investments

July 23, 2019 |Thomas De Mello

There are tax-efficient investments and strategies that may enhance your after-tax income and increase the overall rate of return on your investment portfolio.

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Choosing the right insurance protection for your home and family

April 24, 2019 |Thomas De Mello

Better options may exist for your mortgage insurance which can provide greater protection for you and your family with benefits and features that go beyond mortgage insurance from lending institutions.

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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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Principal Protected Notes - Protect your investment while still enjoying the benefits of stock market returns

April 15, 2019 |Thomas De Mello

Reduce down side risk and still enjoy the benefits of market returns - PPNs are products which guarantee a full return of their principal amount at maturity, while providing the opportunity to benefit from the performance of equity markets.

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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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