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Money Talk
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Marc DeBlois
Senior Portfolio Manager
- CFA®
Working together to help you achieve what truly matters to you
1350 René-Levesque Ouest 9e étage Montréal, QC H3G 1T4Map
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 also holds the Chartered Financial Analyst designation. 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 provide you with 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
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 Private Wealth Management and beyond, including:
ADDITIONAL CONTACT
Toll Free: (877) 729-6044
Fax: (514) 847-2586
Branch Office: (514) 847-2500
LANGUAGES
English, French
EDUCATION
Bachelor of Business Administration (BBA) - École des Hautes Études Commerciales, Chartered Financial Analyst
COMMUNITY INVOLVEMENT
West Island Community Shares, Habitat for Humanity, Les études un choix économique (LEUCE)
Meet The Team
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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.
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