.jpg?height=161&width=161
)
.jpg?height=161&width=161
)
Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
MAP
LIST
.png?height=161&width=161){kind=spacer}
Claude Bertrand
Senior Portfolio Manager
Working together to help you achieve what truly matters to you
1350. René-Levesque Ouest 9e étage Montréal, QC H3G 1T4Map
.png){kind=spacer}
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. 
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.
As a Senior Portfolio Manager, I understand the unique needs of High Net Worth individuals and families. I can provide investment offerings that are supported by the high caliber and rigour that TD Asset Management Inc. uses with pension funds and foundations. I am committed to building a relationship with trust and confidence and can provide you with access to specialists across TD.
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.
ADDITIONAL CONTACT
Toll Free: (866) 363-0391
Branch Office: (514) 289-0391
LANGUAGES
English, French
.jpg?width=298)
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.
Wealth Considerations
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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.
[1].png?height=169&width=)
Do you know someone who would benefit from my services?
