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.
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.
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.