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At Lau & Gomes Family Wealth Management Group, we're here to help you lead the lifestyle you want, at every stage in your wealth journey. It all starts with getting to know you -- your values, your goals and your circumstances. We take a holistic approach to planning -- helping you achieve your financial goals in a tax-efficient manner and helping to ensure your loved ones will be looked after.
We subscribe to the principle of total wealth management, and we look at the financial affairs of our clients comprehensively. Though vitally important, investment and portfolio management represent only a few of the services we offer.
What follows is a summary of the services, each of which are deployed to help meet the specific defined objectives of every individual client we advise.
*Some of the services listed are provided by TD Specialists
Lau & Gomes Family Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank
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 your chosen 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.
By building a long-lasting relationship with you, we can better help you plan for the long term and manage your wealth successfully for generations to come.
About Michele Gomes
With over 20 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 investment objectives. I believe that even the most sophisticated investors can benefit from a long term plan that includes tax and estate planning strategies, to ensure you are providing a legacy for those who you truly care about.
I provide a comprehensive range of advice-based investment solutions through a fee-based approach, solutions with fees that may be tax-deductible, as well as a broad range of insurance strategies. My typical client profile are individuals or households who wish assistance in accumulating, consolidating, preserving and eventually transitioning their family wealth. Family members are householded under a single fee structure.
My team works closely with TD Specialists who provide advice to our clients on Tax and Estate Planning as well as Trust services for discussions on appointing executors and agent for executors. This is a complimentary part of the service that we offer.
In addition to the Certified Financial Planner (CFP®), Financial Management Advisor (FMA) and Certified Investment Manager (CIM®) designations, I also hold the Certificate in Retirement Strategy. I am also a Life Insurance Advisor with TD Wealth Insurance Services.
Lau & Gomes Family Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. Top
Our team's wealth planning process is comprehensive and yet easy to understand. By working with other trusted professional advisors, we address the full scope of investment, retirement, taxation and estate planning strategies. Having a personalized plan is only the first step. Working in collaboration with other professionals, we seek to properly execute your personalized strategy to help you achieve your desired goals.
We believe in building one on one relationships with our clients, based on trust, open communication and full transparency in everything that we do. This has been evident as the majority of our new clients have been referred to us by our existing client families and other trusted professionals. In addition to holding a Bachelor of Business Administration degree; I have over 20 years of experience providing wealth management solutions to families and business owners.
Outside of my practice, I am an avid volunteer and supporter of several charitable organizations in the London community as well as in overseas development projects. I welcome the opportunity to have a life discovery discussion with you to determine if we can collaborate together to help you achieve your ultimate peace of mind.
Bringing nearly 15 years of experience to the operational and advisory service of Lau & Gomes Family Wealth Management Group, my primary focus is on establishing and building durable client relationships. I understand that every family's situation is unique and communication plays a vital role in our client relationships, uncovering their specific needs and personalizing their wealth plan. To help our client's navigate their wealth journey, our team emphasizes these key concepts: preserving and helping to build net worth, the implementation of tax-efficient strategies, and the protection of what matters most to them while helping to ensure an impactful legacy.
Also, in conjunction with Max Bodnar, we play a large role in investment research, strategy, implementation based on ongoing economic changes. I believe in proactive investment management in conjunction with our client's wealth plan and goals. Along with being committed to delivering exceptional service for our clients, I also work closely with their children and grandchildren to ensure they are also receiving professional one-on-one advice to help meet their own complex needs.
I graduated from University of Western Ontario with a degree in Specialization in Financial Economics and I also graduated from Fanshawe College with a diploma in Financial Planning. In addition, I am also a Life Insurance Advisor through TD Wealth Insurance Services and can offer protection products for families and to offer alternative tax planning strategies.
With my spouse, we enjoy experiencing different cultures and people, tasting wonderful foods, and volunteering abroad and in the community.
Maksym Bodnar
Associate Investment Advisor
My operating framework is that "everyone's economic and life situation is unique" and as an Associate Investment Advisor I focus on recognizing that and delivering the attention, time and focus when meeting with our clients that they and their family deserve. I am also proud to put a spotlight and play a role in on our team's critical thinking abilities as I believe that is one of the few factors that sets us apart and helps our clients achieve personal and family goals. I also work hand in hand with Dominic to provide investment research, strategy and implementation with a focus on capital preservation while looking to achieve desired returns.
In addition to graduating from both University of Western Ontario & Fanshawe College, I come from an extensive banking, investment and client relations background. That paired with my past experiences across various departments give me the ability to focus on your complete financial well-being.
Outside of work I am very passionate about giving back to the community; I prep and deliver care packages/food to homeless, provide free financial education to teenagers and newcomers to Canada and do volunteer work with local organizations.
I have been an integral member of the Lau & Gomes Family Wealth Management Group since 2014. I take pride in providing a high level of service, whether it is meeting with our clients or responding to their inquiries promptly. As part of the team, my focus is on the day-to-day operations and management of our business.I also play an integral role in the preparation of our clients personalized wealth plans tailored to their specific wealth goals. I am also a Life Insurance Advisor through TD Wealth Insurance Services.
Since joining TD in 2011 I have progressed through various roles, which has provided me the skills to focus on aspects of our client's financial well-being. Prior to joining TD, I graduated from St. Clair College.
When away from the office, I am either traveling all over Ontario visiting my family or staying close to home with my husband and new baby girl.
I am happy to have recently joined the Lau & Gomes Family Wealth Management Group. Prior to joining the team, I worked as a Client Service Associate with another wealth advisory team at TD Wealth Private Investment Advice since 2003. I am a fundamental member of the team, able to work through simple and complex requests efficiently. I strive to provide a consistent, pleasant, timely and outstanding level of service to all our clients.
In addition to being dedicated to my ongoing professional development, when I am not in the office, I enjoy reading, baking, quilting & making memories with my husband & 2 children.
I joined TD Wealth Private Investment Advice as a Client Service Associate in 2018. I am committed to delivering exceptional service to each of our clients and assist the group with day-to-day operations, answering account-related inquiries, performing portfolio management support and preparing for meetings. I am fluent in Mandarin and I assist to develop and serve our growing Chinese families.
I graduated from University of Windsor with double major in Accounting and Finance and I started my career with TD in 2015.
In addition to assisting the team, in my free time I enjoy travelling and seeing new places.
I started my journey with TD in 2015 and since that time I have had the opportunity of working in various roles and branches across Ontario. I am glad to have recently joined the Lau & Gomes Family Wealth Management Group in 2019. I assist the group by handling client-related inquiries and preparing for meetings. Prior to joining the team, I played an integral role as a Client Service Associate with another wealth advisory team at TD Wealth Private Investment Advice.
My work and personal experiences have given me the financial knowledge and skills to provide memorable experiences with every client interaction.
When I am not in the office, I enjoy spending my time with my family, going to the gym, going on hikes and making lasting memories.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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