"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.
Toll Free: (877) 669-8400
Fax: (514) 289-0032
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.