Eliane Elbaz

Eliane Elbaz

Portfolio Manager

Senior Investment Advisor

CIM®

FCSI®

Your vision of success will be central to how we will work together

Phone

Office

(514) 695-4537

Office Location

6500 Trans-Canada Suite 200 Pointe Claire, QC H9R 0A5. map

Connect

Eliane Elbaz holds the Fellow of the Canadian Securities Institute (FCSI®) designation. The FCSI® is one of the investment industry's most prestigious professional distinctions. It is reserved solely for an elite group of experienced financial service professionals who meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.

Working with Eliane signifies you are working with an investment professional whose affirmation as a Fellow by top-tier colleagues and the Canadian Securities Institute is granted to only selected individuals.

Working with Eliane
Dealing with an Investment Advisor is about more than just securities and trading. It is about developing a long-term relationship with an investment professional who has the benefit of extensive training in the business.

When you deal with my team and myself, you can expect:
 
• Clear, straightforward information and explanations that can help to shed light on the often complex world of investment.
• The potential benefit from the unbiased advice of experienced investment professionals.
• Access to the complete range of investment vehicles that can be negotiated by a financial institution.
• Registered to trade and is registered as a dealing representative in Quebec, Ontario, Alberta, and British Columbia.
• Managing Portfolios for Canadian clients.
• Managing Portfolios for International clients (Excluding U.S. residents).

In short, we are there to provide information and advice in keeping with your financial situation, current market conditions and tax concerns.

Areas of Expertise
Wealth management & preservation | Investment strategy | Portfolio optimization | Retirement planning | Asset & income protection strategies | Pensions | Risk management | Estate planning strategies | Financial analysis | Investment tax reduction | Residence strategy | Mutual funds | Charitable gifts | Multigenerational wealth transfer... and more.

Certificates

CIM®

FCSI®

Languages

French

English

Education

McGill University

Community Involvement

Supporter of Look Good Feel Better

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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.

Article

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

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Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Mortgage-free! Making the most of this money milestone

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Mortgage-free! Making the most of this money milestone

You’ve paid off your mortgage. Congratulations! It's a big deal. Now what? Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to talk about some key considerations as you pivot your financial plan to gain ground on other important goals, including retirement, helping your children or finally buying a vacation property.

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TD Economics

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

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Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office

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Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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