Dominic Gomes
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With over 15 years experience in the investment industry, I have experience with both positive and negative market cycles. I work with my clients to ensure that they stay committed to their long-term strategies even when the market environment may tempt them to make decisions based on emotion. I develop relationships in a holistic manner, with clients who wish to stay involved in the selection of their investments but do not have the time, desire, or expertise to do so on their own. Our relationship is based on one-on-one discussions to design and implement customized strategies to help preserve your capital and meet your financial objectives.
I believe that even the most sophisticated investors can benefit from a long-term plan with the steps necessary to help them grow and preserve their wealth. This would include tax and estate planning strategies, to ensure you are providing a legacy for those who you truly care about.
Our team works with TD Specialists who provide advice to our clients on Tax and Estate Planning as well as Trust services for discussions on appointing executors.
I graduated from the University of Western with a degree in Specialization of Financial Economics and I also graduated from Fanshawe College with a diploma in Financial Planning.
I hold the Certified Financial Planner (CFP®) designation. I am also a Life Insurance Advisor with TD Wealth Insurance Services.
Outside of work, I enjoy experiencing other cultures and food with my wife and son.
Please feel free to call me directly at 519-675-4344 to discuss how our team can add value for what is important to you.
Our team is one of London's most experienced Wealth Advisory Groups. We are passionate about providing long-term and reliable financial advice to business owners, farming families, medical professionals, affluent retirees and their families.
Committed to your success
By building a long-lasting relationship with you, we believe we can better help your plan for the long term and manage your wealth for generations to come.We are committed to full transparency and to put your interests first. Our team strives to deliver unbiased investment advice, with no obligation to recommend the bank’s products or platforms. We find most people are pleasantly surprised about our fair costs as we always want to ensure our clients are receiving the full value and expertise of our team.
We manage your account similar to a pension fund. Working alongside TD Specialists, we engage institutional-quality Portfolio Managers with proven track records who run some of the largest funds both within and outside our company and collaborate with the big banks to bring you what we believe is the very best in research, due diligence and investment strategies. Our approach is to help grow and preserve your capital while looking to mitigate uncalculated risks or speculation.
We provide an attentive, approachable service and book regular meetings in advance. We speak in clear terms, convey timely market and investing information, and host seminars to provide education to our clients on topics they feel are important to them.
We believe
Business owners and Farmers, have endured long years in growing their business and we want to utilize our strong network to lead to their continued success. While their focus is on their business they trust that our team is there to take on the responsibility of protecting and planning tax effectively for their family's financial future. We work with our clients to discuss their succession and desires to retire so that they have the knowledge they are implementing the strong next steps for the continued success of the business during their retirement years. Medical professionals deserve to enjoy their wealth after spending years in school, assuming debt and working hard to establish a practice. We understand your specialized needs and restrictions, and by working with our network of TD specialists, we can help advise you financially on your medical corporation, RRSP, insurance strategies, real estate, and other holdings.
If you are retired or about to be, we practice prudent risk management and align your investment strategy with your ongoing personal Wealth goals to ensure there is a focus on preserving your capital while generating a steady stream of income while you are retired. Once you have begun enjoying your retirement years we will focus on reviewing your Legacy plan to discuss that the proper tax strategies are in place so that more can be passed to who and what matters most to you.
Our personalized approach
Our relationship with you is the key to offering you tailored wealth strategies. The insight we gain from working with you is the basis on which we design your investment and wealth plan. We understand what makes your situation different. We actively listen and gather in-depth information to establish a clear understanding of your goals.
We confirm with you that we're on the right track. We recap our understanding of what you told us about your life's vision and goals, to be certain that we're headed in the right direction.
We take an integrated approach. We bring in other TD specialists as required to address your investment, tax, estate, insurance, philanthropic, and business succession needs.
We implement your unique investment and wealth plan. We carry out the timely implementation of our recommended solutions, and we follow through with you to keep you informed.
We manage and review your plan on an ongoing basis. We help you adapt your investment and wealth plan as needed, to keep it flexible enough to move with you through each stage of your life.
Certificates
CFP®
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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