I'm Louis-Philippe Barrette, Senior Portfolio Manager at TD Wealth.
First, I'd like to take a moment to thank all clients who have entrusted my team and I with their wealth for now nearly three decades.
Here's what I think you should know about me, what I do and why I do it:
My interest in this career goes back to my mid-teens when I visited the floor of the then Montreal Stock Exchange with my school as part of an economics class! The visit left me fascinated by the fact that there were so many things that could impact asset prices on both a macro and micro level and how to potentially benefit from it. Since that moment, I've always been a student of financial markets and, as such, it wasn't very much of a stretch for me to decide to make it a career!
My main expertise is two-fold and mainly tied to experience:
From a family wealth management standpoint, I've by now seen pretty much all situations imaginable and, because of this, I know how to help create solutions tailor made to each family that I take care of. One of the areas of my career which I enjoy the most however, is understanding personal dynamics and family considerations and being able to create deep connections with clients and providing them with integrated wealth management.
My other expertise is to navigate markets. I've experienced several bubbles and crashes in my career and have developed the skillset to adjust and keep calm when the world around me isn't!
My clients are a small group which enables me to ensure that relationships are constantly fostered.
As such, I specialize in families and family foundations having assets between $2MM to $50MM with the common denominator being that they've built their wealth from their careers as entrepreneurs, professionals, executives, and health care practitioners. I also like to look after all a family's wealth and gladly accept as clients the children and grandchildren of my existing ones, regardless of asset size.
I also believe that attention to detail is of paramount importance in this industry. Therefore, similarly, to a medical doctor or a dentist, I think that the person that looks after a family's wealth should be very detail oriented!
From an investment standpoint, I manage a combination of discretionary and non-discretionary portfolios as I believe that solutions should be tailored to each client. I also believe in choosing investments that offer growth and quality while mitigating risk by applying of uncorrelated strategies such as options and alternative investments.
Finally, on a personal level, I enjoy spending time with my dog Maximus, being involved with tennis, spending time in nature, and travelling with my wife, Malina.
First, I'd like to take a moment to thank all clients who have entrusted my team and I with their wealth for now nearly three decades.
Here's what I think you should know about me, what I do and why I do it:
My interest in this career goes back to my mid-teens when I visited the floor of the then Montreal Stock Exchange with my school as part of an economics class! The visit left me fascinated by the fact that there were so many things that could impact asset prices on both a macro and micro level and how to potentially benefit from it. Since that moment, I've always been a student of financial markets and, as such, it wasn't very much of a stretch for me to decide to make it a career!
My main expertise is two-fold and mainly tied to experience:
From a family wealth management standpoint, I've by now seen pretty much all situations imaginable and, because of this, I know how to help create solutions tailor made to each family that I take care of. One of the areas of my career which I enjoy the most however, is understanding personal dynamics and family considerations and being able to create deep connections with clients and providing them with integrated wealth management.
My other expertise is to navigate markets. I've experienced several bubbles and crashes in my career and have developed the skillset to adjust and keep calm when the world around me isn't!
My clients are a small group which enables me to ensure that relationships are constantly fostered.
As such, I specialize in families and family foundations having assets between $2MM to $50MM with the common denominator being that they've built their wealth from their careers as entrepreneurs, professionals, executives, and health care practitioners. I also like to look after all a family's wealth and gladly accept as clients the children and grandchildren of my existing ones, regardless of asset size.
I also believe that attention to detail is of paramount importance in this industry. Therefore, similarly, to a medical doctor or a dentist, I think that the person that looks after a family's wealth should be very detail oriented!
From an investment standpoint, I manage a combination of discretionary and non-discretionary portfolios as I believe that solutions should be tailored to each client. I also believe in choosing investments that offer growth and quality while mitigating risk by applying of uncorrelated strategies such as options and alternative investments.
Finally, on a personal level, I enjoy spending time with my dog Maximus, being involved with tennis, spending time in nature, and travelling with my wife, Malina.
Meet The Team
Portfolio Manager
Client Service Associate