Meet The Team
Portfolio Manager
Portfolio Manager
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).
Client Service Associate
Client Service Associate
Janice is responsible for supporting the Senior Portfolio Manager, working as a team to develop and maintain close-knit, long-term, confidential client relationships.
Janice provides day-to-day operational and sales support functionality within the TD Wealth Private Investment Counsel team and will act as an alternate point of contact in your Senior Portfolio Manager’s absence. An exceptional client experience is sought at every client interaction and is demonstrated by seeking to surpass service standards at all points of contact with you.
Client Relationship Associate
Client Relationship Associate
As a Client Relationship Associate, James performs a leading role within the team to ensure the administrative and day to day support which is provided to you is comprehensive and efficient. He will provide you, our client, with dedicated administrative and specialized support. He is committed to delivering legendary client experiences with courtesy, discretion, and professionalism.
