De Mello Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Client Testimonials
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)
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.
- Rosco & Ana-Maria (Retirees - Letter to the Branch Manager)
Thomas de Mello is my financial advisor. He is always friendly, responsive, reliable and, most important, trustworthy.
- Peter H. (Retiree)
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 as a result of working with Thomas and we highly recommend his services.
- Anonymous (Employee & Business Owner)
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.
- Denis L. (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.
- Joe M. (Retiree)
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.