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Michele Gomes

Vice PresidentInvestment Advisor

  • FMA
  • CIM®
  • CFP®

Working together to help you achieve what truly matters to you

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A one-on-one approach—and more

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.  

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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, tax-deductible fee option solutions, 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 highly qualified professionals who provide advice to our High Net Worth clients on Risk management, 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.

My qualifications include:  Certified Financial Planner (CFP®); Financial Management Advisor (FMA); Certified Investment Manager (CIM®); Life Insurance Advisor through TD Wealth Insurance Services and Certified Retirement Specialist (CRS)

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Wealth Management

Helping You Achieve Your Vision of Success

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The Importance of Estate Planning




9 Things You Didn't Know About Retirement

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ADDITIONAL CONTACT

Fax: (519) 640-8552
Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552

LANGUAGES

English

 

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

MoneyTalk - Steering Clear of Investing Blind Spots

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?

Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

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