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Claude Bertrand

Vice President and Senior Portfolio Manager

"Working together to help you achieve what truly matters to you"

With over 30 years in the financial services industry, as well as 24 years in business and investment experience, Claude has been actively focused on providing discretionary investment management services to high net worth individuals and families, estates and trusts, and charitable and business organizations. He has experience dealing with complex financial, tax and estate planning issues, including business succession planning as well as asset and income protection solutions.

Claude's primary role is to provide investment counsel to his clients, specifically to develop and implement investment strategies tailored to meet their individual needs. He is responsible for the design and delivery of distinctive investment management solutions and services. "As a member of TD Wealth Private Client Group, I work with a talented group of partners and have complete access to their expertise and the resources of our TD Wealth and TD Bank Group teams. My role is to create a fully integrated and comprehensive plan for my clients, by providing the appropriate specialists are brought in when required, to apply their specialized knowledge to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. This partnership is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life"

Claude holds a Bachelor's degree in Administration from the University of Quebec and is a member of the CFA institute and of the CFA Chapter of Montreal. Claude is active within the professional world as well as in the community.

When Claude has a spare moment, he likes to sail, ski, golf and any type of woodworking project. He is married with two daughters.

Claude is an experienced investment professional and will work with you every step of the way to help you progress towards achieving the goals and dreams you and your family share for your career, well-being, home, lifestyle and legacy.

ADDITIONAL CONTACT

Toll Free: (866) 363-0391
Branch Office: (514) 289-0391

LANGUAGES

English, French

Meet The Team

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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