Emmanuel le Forestier
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"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 clients' lives with efficient asset management, tax minimization and family wealth preservation strategies."
Alteris Capital 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. Alteris Capital can meet you where you are. Our client base extends over all provinces across Canada, the US and even overseas. Alteris Capital 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 clients' wealth management needs, and 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 clients' 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, 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.
Phone
Fax
(514) 289-0032
Certificates
CIM®
F.Pl.
Languages
English
French

Your Goals, Our Priorities
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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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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.
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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.
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Market Commentary - Spring 2016
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Market Commentary - Spring 2016