Client Profile: Meet the Smiths, Retiring Abroad

February 07, 2024 |Thomas De Mello

Their Journey to Retiring Abroad in Spain

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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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Market Update Conference Call - Navigating The Volatility & The Path Forward

April 18, 2020 |Thomas De Mello

Join us as our Chief Investment Strategist Jim Allworth and Vice-President, Fixed Income Advisor Mikhial Pasic offer compelling insight into the economy and markets – and discuss what shifts investors should make in their thinking moving forward.

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How will the changes to the stress test affect the housing market?

March 03, 2020 |Thomas De Mello
A big change in April could have a meaningful impact on housing markets across the country. By: RBC Economics The Department of Finance announced changes to the insured mortgage stress test that will come into effect on April 6, 2020. The new system will...
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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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Investing Responsibly: Beyond the bottom line - The ESG investing advantage

July 09, 2019 |Thomas De Mello

Environmental, Social and Governance (ESG) & Socially Responsible Investing (SRI): By using a different investment lens, investors can enhance upside potential and buffer against risk.

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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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