The Chasles Bruni Pelletier Group

We act with integrity and work diligently to help you build your net worth, so you can focus on your priorities and achieve your vision for the future.

Our Approach

We firmly believe that everyone needs to understand their relationship with money and their personal values, determine their financial priorities and understand how everything comes together.

We work closely with you from the onset of our relationship to properly identify these aspects through a behavioural questionnaire, a values exercise and an investor profile questionnaire. We use your answers to create your tailored wealth strategy. We also establish a unique investment policy statement that incorporates your objectives, risk tolerance and asset mix.

We understand that these strategies evolve over time with different life events and needs. We follow-up with you and adapt your strategy with proper advice and guidance when needed.

Our Vision for Success

Our Core Values

Our Promise

We understand that your time is important. That’s why we promise to deliver your wealth strategy document within the first 12 months of our collaboration. After the first year, we establish a clear set of touchpoints for the coming years to ensure that we are present for you and those that matter to you proactively throughout your financial journey.

Our Process

We find solutions that match our clients’ unique realities. If we do not have the resource you need at TD, we can provide you with the names of several external service providers.

Our Services

*Some services are provided by TD Specialists

Our Clients

High net worth individuals and families

We recognize that every family has unique needs. We use our knowledge and experience to design a wealth management strategy that meets those needs. Involving other TD specialists early in the process lets us simultaneously create professionally managed portfolios and wealth management plans to quickly identify and address priorities.

Business Owners

We know that business owners have specific wealth management priorities. We bring in other TD specialists as needed to identify tax-effective strategies for your key accounts, leverage insurance structures to maximize estate value, and plan the transfer or sale of your business.

Professionals

Professionals such as physicians, dentists, accountants, lawyers and notaries are highly focused on their work and do not always have time to manage their investments and assets on a daily basis. Delegating day-to-day and discretionary portfolio management to our team adds value and saves our clients time.

Testamentary trusts

Managing an estate or trust can be a difficult experience. In addition to grieving a loved one, the liquidator or executor has a fiduciary duty to liquidate the estate or trust appropriately. Our colleagues at TD Wealth Private Trust provide estate services, including day-to-day estate asset management and trust property management.

Foundations and non-profit organizations

We guide the boards of not-for-profit organizations as they adopt prudent investment strategies for their assets. We understand their responsibilities and are sensitive to their investment constraints. We also work with TD Securities, the capital markets division at TD, to cultivate income and capital protection strategies for not-for-profit organizations.

Our Investment Capability

We utilize a pension-style approach.

Our disciplined strategic process leverages a diverse group of industry professionals from across TD Asset Management and TD Wealth to harness the thought leadership of the TD Wealth Asset Allocation Committee, the Wealth Investment Policy Committee and the Wealth Investment Management Committee.

The underlying mandates of our client portfolios are managed by TD Asset Management Inc. (TDAM), a well-established and respected asset manager in Canada. Together, we use the same high-calibre methods and rigour that TDAM uses when managing pension funds, corporate assets, and foundation assets to manage goals-based portfolios.





The Chasles Bruni Pelletier Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.