Skip to main content

Claude Bertrand

Vice President and Senior Portfolio Manager

Working together to help you achieve what truly matters to you

Helping you achieve your vision of success

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. 

4Pillars_Option5_WGraphic ENG.jpg



Benefits of Discretionary_WGraphic.jpg

About Me

With over 35 years in the financial services industry, as well as 29 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.

CB Quote.jpg

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. Claude will help you progress towards achieving your vision of success that you and your family share for your career, well-being, home, lifestyle and legacy.

Click here to view our brochure.jpg 

ADDITIONAL CONTACT

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

LANGUAGES

English, French

Welcome to TDAM Talks, our all-new podcast experience! Known previously as Market Perspectives, TDAM Talks airs weekly and takes you inside one of Canada's leading money managers with a rotating roster of guests.

Whether it be the latest market commentaries, fresh perspectives on trending topics, or thought-provoking dialogue on our investment process, TDAM Talks provides exclusive insights you won't hear anywhere else.



Slide1.png

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Alternative investments: Beyond fixed income and equities

Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

When one senior is ill but their spouse is healthy

Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?