Michele Gomes
Senior Investment Advisor
FMA
CIM®
CFP®
Working together to help you achieve what truly matters to you
Phone
Office Location
Why I do what I do
It is a great privilege to do what I do, and I am grateful to have developed strong relations of trust with my clients over the years.
I often assist clients with unrelated financial questions and have become the "go to" person for any guidance.
My role is to guide clients through lifestyle changes and market volatility to provide financial confidence while adhering to their Financial Plan.
How I help clients
I work closely with TD specialists who provide advice to our clients on Tax and Estate Planning as well as Trust services.
This is a complimentary part of the service that we offer.
Developing a strategic Financial Plan is of utmost importance.
It is important that my clients know that I am there for them at times of lifestyle changes or concerns.
My background
I began my Investment Advisor career at Merrill Lynch in 1999 and joined TD Wealth in 2006.
I hold the Certified Financial Planner (CFP®) and Financial Management Advisor (FMA) designations.
I am also a Life Insurance Advisor with TD Wealth Insurance Services.
My son Dominic is a part of the Team.
Phone
Fax
(519) 640-8552
Certificates
FMA
CIM®
CFP®
Languages
English
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
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.