Gilbert Wealth Management Group/Équipe Gilbert Gestion de Patrimoine

Gilbert Wealth Management Group/Équipe Gilbert Gestion de Patrimoine

Tailored solutions in tune with your needs and the needs of those you care about

Phone

Office

(819) 562-6479

Office Location

1910 King Ouest bureau 330 Sherbrooke, QC J1J 2E2. map

Spend your time on what matters
At the Gilbert Wealth Management Group, we’re committed to understanding your needs and providing you with exceptional investment solutions through the various stages of your life.

That’s why TD Wealth has developed a range of managed investment solutions – including TD Privately Managed Portfolios – that put your investments in the hands of professionals so you can devote your time to what really matters to you.

A one-on-one relationship with your Portfolio Manager
With the Gilbert Wealth Management Group, your Investment Advisor is also your Portfolio Manager, responsible for building and managing your investment portfolio, as well as making all the day-to-day investment decisions.

With TD Privately Managed Portfolios, two of the key benefits are –

A personalized portfolio – Your Portfolio Manager will sit down with you to understand your Financial goals, create a personal profile and put together a customized investment strategy designed to help you meet your goals

Direct access – You have direct access to your Portfolio Manager, which gives you an opportunity to shape the strategy behind the investment decisions being made for you
  
Understanding your specific needs
Your Portfolio Manager is a dedicated professional who will listen to your needs and work with you to develop a customized investment strategy that’s right for the goals you have set.

Your Portfolio Manager will –
Understand your financial circumstances
Develop a personal Investment Policy Statement to summarize and document your investment goals
Implement investment policies and strategies to help you meet those goals
Measure and monitor your portfolio on an ongoing basis
Rebalance your portfolio as necessary
Keep you informed of your progress toward your financial goals

Gilbert Wealth Management Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Phone

Toll Free

1(855) 504-7655

Branch Phone

(819) 562-0050

Branch Fax

(819) 562-4028

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

Article

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Article

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

Article

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.

Article

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

PDF

Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

Article

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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