Mark Lalonde, Portfolio Manager,Ottawa, ON | TD Wealth

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With over 25 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations. As a Portfolio Manager with TD Wealth Private Investment Counsel, I provide a high level of personalized service for my clients.

I work with a talented group of TD specialists and have complete access to their expertise and the resources of TD Wealth and TD Bank Group. My role is to create a fully integrated and comprehensive wealth plan for my clients, by having the appropriate TD specialists brought in when required, to apply their specialized knowledge to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. This collaboration is crucial to my client’s evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.

I am a graduate of Ryerson University with a Bachelor of Business Management, and hold the Chartered Financial Analyst (CFA) designation. I am a member of the CFA Institute, as well as a member and Past-President of the Ottawa CFA Society. I hold the Personal Financial Planner Designation and I have also completed other industry courses such as the Certificate in Retirement Strategy. I am a Life Insurance Advisor with TD Wealth Insurance Services.

Outside of work, I enjoy spending time with my wife and two children, enjoying tennis, cycling and skiing, and I volunteer as a board member for a local not-for-profit organization.

ADDITIONAL CONTACT

Toll Free: (800) 571-4456
Branch Office: (613) 782-1270

Meet The Team

Private Client Service Associate

Portfolio Manager

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

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Covered Call Options and their Tax Treatment

Return of Capital

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Maurice GouldEstate Planning Advisor

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