China slump and Brexit bumps
China's economy continues to slow. What are the investment implications? And with Brexit uncertainty hanging over the U.K., what do investors need to know? Bruce Cooper, CEO and CIO, TD Asset Management.discusses.
What I do
As an Investment Advisor with TD Wealth Private Investment Advice, Alain helps individuals and families navigate the complexities of managing their wealth, by offering them tailored solutions designed to meet their specific goals.
Working with experienced professionals, both within TD Wealth and externally, Alain delivers an integrated wealth management approach in order to help clients to:
- Build Their Net Worth,
- Implement Tax-Efficient Strategies,
- Protect What Matters and
- Leave a Legacy.
Every client we have is different and as such we ensure our approach is consistent in order to:
- Discover what matters most to them,
- Prepare a plan that is personalised to their unique situation,
- Create a customized portfolio that will ensure their goals will be reached as expected,
- Help them execute their plan overtime and most importantly,
Make sure we help them avoid the mistakes that would prevent them from reaching their Goals and Objectives.
Preparing a plan is of critical importance, however without a continued focus on the execution of this plan, it, regrettably, becomes useless.
Our role is to ensure we execute your personal plan, review it and adapt it as we progress towards your goals.
What makes me different
Alain’s 20 years of experience in wealth management provide him the insight and the reflexes to identify strategies and solutions for each client, whether their situation is simple or more complex. He understands the challenges clients may face when dealing with multiple advisors and his knowledge and experience allows him to integrate their advice into a coordinated strategy.
After completing a Bachelor’s in Accounting and obtaining his CA designation, Alain learned the fundamentals individuals and business owners need to properly structure their financial affairs to minimize taxes and maximize their net worth.
Retirement / Risk Management / Estate Planning
He migrated into wealth management and obtained his Financial Planner’s (F. Pl.) designation and is a Life Insurance Advisor through TD Wealth Insurance Services. Advising his clients on their goals of retirement, protecting their family and passing on their wealth is imperative.
He then obtained the Chartered Investment Manager designation (CIM) allowing Alain and his team to leverage a disciplined approach that considers your long-term investment objectives and tolerance for risk—with tax-efficiency at the core.
His dedication to a continued professional development is guided by the passion he has to deliver the best advice to his clients in the various aspects of wealth management.
What our clients expect
Our clients are diverse. Some are professionals, business owners, executives or already retired. The one thing they all have in common is that their time is precious.
As such, they expect that we simplify things for them and work with the right professionals to provide them with the best advice available. They also expect that we will help them answer the following questions:
- Will I have enough resources to enjoy retirement on my own terms?
- How can I lower my taxes?
- Is my family protected if something happens to me?
- Will my estate be distributed according to my wishes?
We help clients build their net worth, implement tax-efficient strategies, protect what matters and leave a legacy.
We focus on building quality relationships with a select group of families and individuals who share our unique investment values.
Our team of specialists is unmatched in experience, qualifications, and personalized service.
We invite you to take the next step. Whether you're new to investing or looking for more from your current advisor, we're happy to help.
Contact us to arrange a consultation.
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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