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Cordeau, Vandal, Lemay, Laflamme

Working together to help you achieve what truly matters to you

  • 1910, King Ouest bureau 330 Sherbrooke, QC J1J 2E2Map

Shared strengths to help you navigate the complex world of wealth

Today, wealth is complicated. We share our four unique strengths to bring investors across Canada clear and meaningful advisory services through the “best of four worlds”:

 
bullseye _1_.png    SAVVY STOCK SELECTION  

Philippe Cordeau, BA, MA, CFA®, Vice President, Portfolio Manager and Investment Advisor, does all the stock selection for our entire team, keeping emotion out of the decision process., Philippe focuses on the numbers without being influenced by the people and dreams behind them. He personally owns every single position in his own portfolio, sharing the ups and downs with all of CVLL clients. Philippe works from his hometown in our Sorel-Tracy office.

earth.png     MACROECONOMIC, BIG-PICTURE OVERVIEW  

Francis Vandal, BA (Econ), MA (Econ), Vice President, Portfolio Manager and Investment Advisor, is our team’s chief economist. He puts the team “in the right forest,” where he knows “which tree to cut.” Francis dives deeply into research and analysis on an economic point of view and also handles a big part our backoffice and legal compliance. He works from our Sherbrooke office.

waving-hand.png    HANDS-ON, WHITE-GLOVE CLIENT SERVICE

Isabelle Lemay, CFP®, Investment Advisor, focuses on wealth planning with a hand in hand approach. She has such a strong client service model, all members of our team have adopted her methods, which make our client experiences consistently excellent, regardless of how much we manage for them. Isabelle patiently gathers information from our clients during discovery meetings. She works from our Sorel-Tracy office.

planning.png    CUSTOMIZED, COMPREHENSIVE WEALTH PLANNING

Catherine Laflamme, Fin.Pl, Portfolio Manager and Investment Advisor, focuses on wealth planning. In addition to helping our clients plan tax and estate, business succession and insurance strategies, Catherine has extensive experience with mutual funds and ETFs. She works from our Quebec City office.

Our Philosophy 

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Collaboration with TD specialists

When a high degree of sophistication is required, we work closely with a network of TD specialists to draw upon the vast resources of the TD Bank Group to bring you tailored high net worth planning in the areas of:


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Cordeau, Vandal & Lemay is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (819) 562-0050
Branch Fax: (819) 562-4028

Meet The Team

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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