Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CIM®
At Gilbert, Couture & Associates, we help you preserve and grow your wealth by developing and implementing wealth strategies tailored to you and your goals. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. As a client, you can rely on us to:
· Have a deep understanding of your financial circumstances
· Develop a personal Investment Policy Statement aligned to your investment goals
· Implement investment policies and strategies to help you meet those goals
· Measure and monitor your portfolio on an ongoing basis
· Rebalance your portfolio as necessary
· Keep you informed of your progress toward your financial goals
We have excellent working knowledge and experience in dealing with complex financial matters and building a wealth strategy anchored in: building your net worth, implementing tax-efficient strategies, protecting what matters and leaving a legacy.
We pride ourselves on developing a deep understanding of our clients and their priorities. We invest the time to understand each of our clients so that we can develop a plan that is tailored to each client's unique needs. We use applied behavioral finance to uncover clients' financial blind spots and develop strategies to improve decision making.
We specialize in working with high net worth families, foundations, not-for-profit organizations and trusts. Our clients include senior executives (CEOs, CFOs), lawyers, medical professionals, accountants, entrepreneurs, business owners, lottery winners, large inheritance recipients and trustees.
Gilbert, Couture & Associates is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
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Senior Portfolio Manager
Senior Investment Advisor
CIM®
As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Client Service Associate
Client Service Associate
As a Client Service Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Administrative Associate
Administrative Associate
As an Administrative Associate, I act as the primary contact with regards to account administration and own all clerical and administrative functions to support our investment advisors/portfolio managers practice.
Client Service Associate
BComm
As a Client Service Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.