Marc DeBlois, Portfolio Manager,Montréal, QC

Phone

Office

Office Location

1350 René-Levesque Ouest 9e étage Montréal, QC H3G 1T4. map

Marc joined TD Wealth Private Investment Counsel in 1996 leveraging from a strong and deep knowledge in the Financial Industry. He focuses his expertise mainly on portfolio and asset management for Private Clients, Estates and Trusts, not for profit organizations and Foundations.

Marc and his Team leverage the vast resources available to them at TD Bank Group to provide their valued clients with the high level of service they require and deserve.

Along with his many academic credentials, Marc is also a CFA® charterholder. His designations and continuing education enable Marc to continuously improve his overall Investment knowledge as to remain financially astute and client focused.

Marc is involved in his community, where, for a number of years he has participated in various charitable activities organized by groups such as West Island Community Shares, Habitat for Humanity and LEUCE (Les études un choix économique).

Our commitment to you

At TD Wealth Private Investment Counsel, we pride ourselves on developing a deep understanding of you and your priorities.

Marc DeBlois and his Team offer fully integrated wealth Management solutions by working with other professionals at TD Wealth who specialize in a variety of wealth planning areas such as business succession planning and estate planning.

Furthermore, Marc will strive to provide the highest level of service focusing on his clients' wealth priorities by:

Creating personalized long-term financial strategies.
Managing the optimal mix of investments for portfolio growth and income.
Focusing on asset protection and tax efficiency.
Ensuring that the construction, monitoring and rebalancing of your tailored investment portfolio is managed on a discretionary basis, always mindful of your unique needs.
Reviewing your Will and Estate Planning and Insurance needs, and engaging TD specialists to assist where needed.

We understand the unique needs of High Net Worth individuals and families.

We invest the time to understand you so we can develop a plan that is tailored to your unique needs.

We use applied behavioral finance to uncover your financial blind spots and develop strategies to improve decision making.

We aim to provide you with integrated wealth management and expertise in each of the four following areas:

The boutique investment offering at TD Wealth Private Investment Counsel is a leading professional investment management firm managing over $38 Billion in assets (as of the end of September 2021). The offering is supported by the same high caliber investment methods and rigor used by TD Asset Management with its institutional clients such as pension funds and foundations.

A Proprietary Discovery Process

My approach to discovering you is comprehensive. The proprietary discovery process that we use applies principles of behavioral finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.

First, I'll develop a deep understanding of your needs. Then, we take an integrated approach to help meet those needs. My clients can benefit from my experience in anticipating the complex challenges of growing and protecting wealth. My advice includes thoughtful strategies that consider tax implications, family dynamics, and other priorities. When appropriate, I can engage TD specialists who can assist clients with:

Your Dedicated Relationship Manager

As your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time. I will be able to provide you access to specialists across TD Wealth Private Wealth Management and beyond, including:

Phone

Toll Free

(877) 729-6044

Fax

(514) 847-2586

Certificates

CFA

Languages

English

French

Education

Bachelor of Business Administration (BBA) - École des Hautes Études Commerciales

Community Involvement

West Island Community Shares

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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Investment Planning
Retirement Planning
Transfer of Wealth

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Empowering Polly to achieve financial success

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What We Do

What to expect when working with us

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Our Clients

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Healthcare Practitioners

As you develop your career as a physician or dentist, beginning with medical or dental school, through your residency and specialization training—on to being part of your own practice and retirement, TD is here to help with professional financial services for every step of your professional journey.

Asian Segment

Whether you are new to Canada or established Asian Canadians, we have colleagues who understand your unique financial needs, and the tools and resources to help you with your real estate lending, investment solutions, retirement planning, estate and trust planning, as well as philanthropic giving, business expansion, succession, and tax planning.

Multi-Generational Family

You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.