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The De Melo Financial Group

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Address 1 City Centre Drive Suite 1100 Mississauga ON, L5B 1M2
Telephone Number (905) 272-6003
Email Email us
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Telephone Number Tel

Richard G. De Melo, FCSI, FMA, EPC, CIM®

Senior Wealth Advisor, Portfolio Manager
(905) 272-6003
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richard.demelo@cibc.ca
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Richard has been working in the financial services industry since 1996. He is a firm believer in building long-term relationships with clients and the development of comprehensive financial planning. As a Portfolio Manager, he specializes in discretionary money management and counseling affluent, sophisticated clients with complex wealth management solutions including tax minimization, estate planning and business succession planning. As the head of the De Melo Financial Group, Richard's experience and investment strategies form the basis for the management of client accounts.

 

My Team

Sacha Reid

Financial Associate
Kuldeep Randhawa

Kuldeep Randhawa

Administrative Assistant

Sereen Khan

Administrative Assistant

Richard G. De Melo, FCSI, FMA, EPC, CIM®

Senior Wealth Advisor
Portfolio Manager

Andrew Di Carlo, B.Comm., CIM®

Associate Wealth Advisor

Natalie Hainz

Client Associate

Sacha Reid

Financial Associate
Kuldeep Randhawa

Kuldeep Randhawa

Administrative Assistant

Sereen Khan

Administrative Assistant
Learn more
 

Every element is designed to support your goals

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Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

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Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

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Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

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Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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"By providing a comprehensive approach to the wealth management process, we aim to be there for our clients through the complexities and responsibilities of their financial journey."

- Richard De Melo
 

The De Melo Financial Group offers a premium level of wealth management advice to our clients. As a trusted advisory team based out of the CIBC Wood Gundy office in Mississauga, our group has over 90 years of collective investment experience. Our dedicated and tightly knit team of professionals pride themselves on serving our clients with honesty, integrity and respect.

Through in depth investigation, we design, execute and manage strategic solutions that go well beyond investment advice and money management. These solutions are tailored to meet your unique needs on a tax efficient basis, whether that be for today's current goals or long term estate planning.

Our experience, knowledge and expertise, together with our selected strategic partners will bring you comfort in knowing that all aspects of your financial affairs are well cared for.

 

Contact us

Address

The De Melo Financial Group Address
1 City Centre Drive
Suite 1100
Mississauga, ON L5B 1M2
Telephone number: (905) 272-6003
Toll-free: 1 (800) 469-2583
Fax: (905) 272-3733
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.