Eliane Elbaz
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Eliane Elbaz holds the Fellow of the Canadian Securities Institute (FCSI®) designation. The FCSI® is one of the investment industry's most prestigious professional distinctions. It is reserved solely for an elite group of experienced financial service professionals who meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
Working with Eliane signifies you are working with an investment professional whose affirmation as a Fellow by top-tier colleagues and the Canadian Securities Institute is granted to only selected individuals.
Working with Eliane
Dealing with an Investment Advisor is about more than just securities and trading. It is about developing a long-term relationship with an investment professional who has the benefit of extensive training in the business.
When you deal with my team and myself, you can expect:
• Clear, straightforward information and explanations that can help to shed light on the often complex world of investment.
• The potential benefit from the unbiased advice of experienced investment professionals.
• Access to the complete range of investment vehicles that can be negotiated by a financial institution.
• Registered to trade and is registered as a dealing representative in Quebec, Ontario, Alberta, and British Columbia.
• Managing Portfolios for Canadian clients.
• Managing Portfolios for International clients (Excluding U.S. residents).
In short, we are there to provide information and advice in keeping with your financial situation, current market conditions and tax concerns.
Areas of Expertise
Wealth management & preservation | Investment strategy | Portfolio optimization | Retirement planning | Asset & income protection strategies | Pensions | Risk management | Estate planning strategies | Financial analysis | Investment tax reduction | Residence strategy | Mutual funds | Charitable gifts | Multigenerational wealth transfer... and more.
Certificates
CIM®
FCSI®
Languages
French
English
Education
McGill University
Community Involvement
Supporter of Look Good Feel Better
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
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.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
Money Talk
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Money Talk
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Gearing up for 2024: Tax and rule changes coming in the new year
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Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Federal Budget 2023: What you need to know
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Federal Budget 2023: What you need to know
Ottawa released its 2023 federal budget aimed at building on Canada's green energy transition while addressing cost-of-living concerns. Greg Bonnell speaks with Derek Burleton, Deputy Chief Economist at TD, about the government's effort to balance spending demand with fiscal restraint.
TD Economics
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TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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