Francis Vandal
Senior Portfolio Manager
Senior Investment Advisor
FCSI®
CIM®
Committed to understanding your needs and helping you achieve your vision of success
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Office Location
Francis has worked in the investment sector for over 29 years and has been a portfolio manager since 2009. He has always been passionate about portfolio management and economic analysis.
Francis holds a bachelor’s degree and a master’s degree in economics from the Université de Sherbrooke, where he also worked as a lecturer.
He has held the Fellow of the Canadian Securities Institute (FCSI®) designation since 2011 and obtained the Chartered Investment Manager (CIM®) designation in 2009. He previously worked as a branch manager and assistant manager from 1998 to 2012, which helped him develop his team and compliance management skill set.
Phone
Certificates
FCSI®
CIM®
Languages
French
English
Our Clients
Benefits of Discretionary Investing
With Francis, you have the opportunity to benefit from discretionary portfolio management:
Convenience
You no longer have to make daily investment decisions – you can entrust them to our team. We can manage your money for you, not just with you.
Transparency
One transparent, asset-based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.
Security
Sudden opportunities and risks can be addressed swiftly without waiting for your approval.
Helping you achieve your vision of success
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
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.
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