Don't just chase your dreams

Let us help you plot a path!

Choose to work with Robert DeMelo and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

We are not exclusive to any bank or fund so we come with no-strings-attached.

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

We tailor plans to suit your stage-of-life, plans and milestones.

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

Our Team

Robert DeMelo, CFP®

Investment Advisor

Our Team

Praise is best heard in the third person

"My wife and I have been clients of Bob's for over 12 years. We have been looked after in a very caring and professional manner. We talk or meet on a monthly basis to review our portfolio, and to discuss trends. Bob treats us as a family member in all financial decisions, and takes great interest in our personal well-being as well as our financial needs. We feel well looked after, and take great comfort in having Bob involved in our financial affairs." - Dr. M. Balfour