Leadership
Senior Portfolio Manager
CFA®
Louis is a Senior Portfolio Manager with TD Wealth Private Investment Counsel, a position he has held since 2006. He has over 29 years of experience in the investment counseling industry, specifically in the management of private client portfolios, estates and trusts, not-for-profit portfolios and public and private foundations.
As a Senior Portfolio Manager, his primary role is to determine and implement investment strategies and solutions into his clients' portfolios based on their needs, objectives and risk profile. As a member of TD Bank Group, Louis works closely with a talented group of TD specialists who can create a comprehensive plan helping his clients protect, grow and successfully transition their wealth.
Louis holds a Bachelor of Finance degree from Sherbrooke University and the Chartered Financial Analyst® (CFA®) designation. He is also actively involved in the community and is a board member of the Père Lindsay Foundation. He is a past president of the Quebec City chapter of the Montreal Society of Financial Analysts.
English
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Associates
Private Client Service Associate
Private Client Service Associate
Anneta joined TD Bank in 1989 after studying Computer Science at McGill University. She has over 31 years of experience in administration. Anneta is responsible for supporting the Portfolio Managers, working as a team aimed at enhancing our client's financial success over the long term.
Anneta provides both business and relationship management as well as planning support to the Team. Her role enables the Portfolio Managers to deliver on strategic priorities through effective practices while focusing on business management, enhancing client relationships and Investment Wealth Planning for our clients.
Gregg joined TD in 2010 and brings a wealth of experience from the bank's retail and investment management divisions. He holds a Bachelor of Arts in Psychology and has completed the Canadian Securities Course. He is, also, currently engaged in completing his Chartered Investment Manager (CIM®) designation and is a CFA Level II candidate.
Gregg joined The Chasles Bruni Pelletier Group in 2020. Gregg acts as a secondary contact to Portfolio Managers. His objective is to assist his Portfolio Managers to consistently provide clients with expertise and guidance to help them achieve their overall wealth management goals and demonstrate a commitment to keep clients well informed. Furthermore, he participates in the construction, monitoring, rebalancing and performance reporting of our custom-tailored investment portfolios.
