Bringing over 20 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Robert DeMelo

What Sets Us Apart:

  • We provide customized portfolios based on your total financial planning needs – incorporated within a full service investment platform
  • We provide a premier level of service – a limited client roster affords the ability to pro-actively give outstanding service and advice
  • We provide expertise - with over twenty five years of providing financial advice over many market cycles
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Latest Blog Posts

Special Report: North Korea

Filed Under: Special Reports and Newsletters

21 August, 2017

The antagonistic exchange between the leaders of North Korea and the U.S. has dominated the news and caused volatility to increase... Read more

Understanding Your Statement

Filed Under: Financial Planning | Total Client Experience

25 November, 2016

Beginning in 2017, you will receive two new annual reports reflecting the performance and cost of your investments. These reports ... Read more

 

  • My wife and I have been clients of Bob's for over 12 years. We talk or meet on a monthly basis to review our portfolio, and to discuss trends. We feel well looked after and take great comfort in having Bob involved in our financial affairs.

    – Dr. M. Balfour
 
 

  • To use an analogy from his favourite sport, 'we have not hit many home runs, but nor have we struck out very often'. What we have managed has been a very high on-base percentage & that is exactly what I wanted from him.

    – Peter B.