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Senior Portfolio Manager
Working together to help you achieve what truly matters to you
1350 René-Levesque Ouest 9e étage Montréal, QC H3G 1T4Map
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.
Toll Free: (866) 363-0391
Branch Office: (514) 289-0391
English, French
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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An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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