Meet The Team
Portfolio Manager
CIM®
F.Pl.
"We live in a fast paced world where wealth management is an ever increasingly complex task; however, it should not prevent investors from benefitting. Time is one of the most precious assets we lack and my personal mission as well as my team is to allow our clients to focus their energy on what matters most to them, whether it is spending time for family & friends, running a business or other life endeavours. I am passionate about making a difference in my client's lives with efficient asset management, tax minimization and family wealth preservation strategies."
le Forestier Wealth Management is based in Montreal and works with high-achieving business owners, corporations, health professionals and high net worth families to help them create lasting wealth that can be passed on to the next generation. le Forestier Wealth Management can meet you where you are. Our client base extends over all provinces across Canada, the US and even overseas. le Forestier Wealth Management endeavors to provide world-class wealth management services to its limited clientele, in a family office spirit.
Our team offers comprehensive strategies of wealth management solutions supported by both external specialists and TD specialists. There are no limits to the complexity of our client's wealth management needs, an array of strategies and vehicles are available to assist them. Emmanuel's primary role in the team is to head all operations and articulate a precise asset management strategy tailored to each client situation and targeting capital growth and preservation. In addition, Emmanuel focuses on implementing tax strategies in order to help reduce wealth transfer tax implications within tax laws.
Emmanuel and his team are deeply committed to their client's success and take the time in getting to know them and their family as individuals in order to help them to achieve the lasting legacy they want to leave behind. As a businessman himself, Emmanuel understands and respects the value of the hard work and the time and effort his clients have dedicated to obtain the wealth they've achieved and therefore with utmost determination Emmanuel wants to assist them in achieving their financial goals.
Emmanuel began his career in finance in 1997. His education includes a Bachelor of Economy and Bachelor of Business Administration from the Laval University business School. He holds the Certified Financial Planner designation from the Quebec Institute for financial planning as well as a Chartered Investment Manager designation. He is also a Financial Security Advisor through TD Wealth Insurance Services and holds the Certified Life Underwriter designation. Emmanuel believes he is highly proficient at investment management, business succession planning, corporate structure, estate planning strategies and philanthropic giving strategies
A proud father of three wonderful children with his spouse Yana, born in Canada to European new comer parents, Emmanuel is a first generation Canadian very attached to his North American culture while preserving his European heritage. He is an enthusiastic alpine skier and ardent mountain biker. He loves history, architecture, travelling and values time with his family above all else. He strives to provide his clients with the same quality of life and relationships he values for his family and himself.
le Forestier Wealth Management consists of Emmanuel le Forestier, Vice President, Portfolio Manager & Investment Advisor; Sandra Cicconi, Client Service Associate and Daisy Pereira Correia, Client Service Associate. le Forestier Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund.
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Additional TD Specialists
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.