Meet The Team
CFA®
CFA®
Marc joined TD Wealth Private Investment Counsel in 1996 leveraging from a strong and deep knowledge in the Financial Industry. He focuses his expertise mainly on portfolio and asset management for Private Clients, Estates and Trusts, not for profit organizations and Foundations.
Marc and his Team leverage the vast resources available to them at TD Bank Group to provide their valued clients with the high level of service they require and deserve.
Along with his many academic credentials, Marc is also a CFA® charterholder. His designations and continuing education enable Marc to continuously improve his overall Investment knowledge as to remain financially astute and client focused.
Marc is involved in his community, where, for a number of years he has participated in various charitable activities organized by groups such as West Island Community Shares, Habitat for Humanity and LEUCE (Les études un choix économique).
Portfolio Manager
CFA®
I am a Portfolio Manager with TD Wealth Private Investment Counsel, where I am responsible for building and managing a book of client relationships that are managed on a discretionary basis by providing a range of investment solutions and advice to affluent and high net worth clients. As a Portfolio Manager, I advise on the financial assets of affluent clients looking for the opportunity to establish a one-on-one relationship with a dedicated professional while maintaining active participation in the decisions regarding their financial affairs. I conduct in-depth review of the client's investment goals, philosophies and risk tolerance and work to help you develop and document your personalized investment strategy, and advice on financial products and estate planning strategies. My mandate is to help my clients preserve and grow their wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I aim to deliver proactive and holistic advice, working closely with clients to make key decisions about their portfolio that align with their goals.
Client Relationship Associate
CIM®
As a Client Relationship Associate, James performs a leading role within the team to ensure the administrative and day to day support which is provided to you is comprehensive and efficient. He will provide you, our client, with dedicated administrative and specialized support. He is committed to delivering legendary client experiences with courtesy, discretion, and professionalism.
Private Client Service Associate
Private Client Service Associate
Janice is responsible for supporting the Senior Portfolio Manager, working as a team to develop and maintain close-knit, long-term, confidential client relationships.
Janice provides day-to-day operational and sales support functionality within the TD Wealth Private Investment Counsel team and will act as an alternate point of contact in your Senior Portfolio Manager’s absence. An exceptional client experience is sought at every client interaction and is demonstrated by seeking to surpass service standards at all points of contact with you.
Additional TD Specialists
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Wealth Planning Specialist
Wealth Planning Specialist
As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively
with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and
reflects their vision for the future. I work with clients to provide comprehensive wealth strategies,
including determining retirement income needs, identifying tax and estate planning
considerations, leveraging personal life insurance strategies, and identifying tax-efficient
charitable giving strategies.
