Olivier Quintal
Phone
Office Location
Olivier is an investment advisor with a bachelor's degree in finance and taxation from the Université de Sherbrooke. He also holds the financial planner designation, recognizing his in-depth expertise and professional commitment to wealth management.
With a rigorous, disciplined and holistic approach, Olivier specializes in creating personalized financial strategies that integrate all aspects of his clients' financial lives. He firmly believes in the importance of developing a robust financial plan, not only to increase wealth, but also to optimize tax efficiency. By legally minimizing taxes and maximizing disposable income, he works to achieve his clients' financial goals with meticulous precision.
Attentive and empathetic, Olivier values active listening to understand each client's unique needs, facilitating the creation of tailor-made strategies. This human and attentive approach is at the heart of his work and enables him to build lasting relationships of trust.
Outside the office, Olivier enjoys spending time with loved ones and engaging in physical activities such as hiking and cycling, which he often incorporates into his weekends. These leisure activities allow him to recharge his batteries and maintain a healthy balance between his professional and personal life.
Phone
Fax
(418) 654-1075
Certificates
BBA (Hons)
F.Pl.
Languages
English
French
Education
Université de Sherbrooke
Helping achieve what truly matters to you and your family.
Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.
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.
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
Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions including portfolio management, estate and trust services, and tax strategies
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