Olivier Quintal
Investment Advisor
BBA (Hons)
F.Pl.
Committed to understanding your needs and helping you achieve your vision of success
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Office Location
His practice is built on a conviction: the most effective financial decisions are those that account for the full picture. Portfolio management, financial planning and taxation are not three separate disciplines. They form a whole. That is the intersection where Olivier works, building strategies that integrate every dimension of his clients' wealth: personal, corporate, estate and tax.
This approach demands rigorous analysis and deep understanding of often complex situations. Olivier draws on quantitative portfolio management tools and advanced tax expertise so that every decision fits within a coherent plan, tailored to each client's reality and built to endure over time.
He works in close collaboration with Jean-François Roberge, Senior Investment Advisor with over 25 years of experience in the securities industry. Together, they offer both strategic and technical coverage, serving clients whose wealth situation demands more than a standard response.
Phone
Certificates
BBA (Hons)
F.Pl.
Languages
French
English
Education
Université de Sherbrooke
Helping achieve what truly matters to you and your family.
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.
We See The Whole You
Investment Planning
Personalized Strategies
Retirement Planning
Transfer of Wealth
What We Do
What to expect when working with us
Personalized Strategies
Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.
Tax Planning
We can create a personalized wealth strategy to help you minimize tax exposure and keep income available as you need it.
Building Net Worth
We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies to help you build your net worth. To keep you up to date on key financial considerations, I've included some content below for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.
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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