Greg Boileau, Investment Advisor,Ottawa, ON

Phone

Office

Office Location

360 Albert St., 11th Floor Ottawa, ON K1R 7X7. map

As a Senior Investment Advisor, my mandate is to help you preserve and grow your wealth through 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.

Certificates

B.A Political Science

CFP®

Janique – A Coach by Your Side

Turning setbacks into opportunities

When it comes to facing setbacks, it can be difficult to navigate it alone. Financial advice can help you feel confident in building your future.

For Janique, whether in sports or finance, she found it important to have a coach she could trust and obtain guidance from. Janique's story is an example of how financial advice from TD Wealth allowed her to turn a setback into a success story.

Connect with me to learn more about finding trust and getting back on track by building a personalized financial plan.

What We Do

What to expect when working with us

Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

Personalized Strategies
Retirement Planning
Investment Planning
Proactive Reviews
Tax Planning

What We Do

What to expect when working with us

Investment Management

Diversify your investments and grow your net worth to help optimize cash flow, maximize potential returns, and invest tax-efficiently.

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.

We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.

Building Net Worth

We've spoken about your goals for the future, and how we can work together to develop innovative wealth strategies to help you build your net worth. To keep you up to date on key financial considerations, I've included some content below for your viewing. If you'd like to discuss any of those topics in further detail, I'd be happy to schedule some time for us to chat.

Steve & Lee-Ann – Creating a personalized plan to retire early

Making up for lost time with a sound retirement plan

Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

Liz and Michael – Building a Good Life

Navigating complexities of life

As their lives got more complex, so did their finances. This can sometimes feel stressful and make you uncertain about your future. Getting the right support and financial advice can help you navigate forward.

TD Wealth helped Liz and Michael navigate the complexities of life and feel confident in their finances. They have been with the TD Bank Group since they were born. But as their finances became more complex, they trusted their TD Wealth team who helped make things easier as they built their financial future.

TD Wealth helped Liz and Michael navigate the complexities of life.

Contact me today to find out how I can help you to see the possibilities in building a good life with a personalized financial plan.

Tailored Solutions

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

Retirees / Pre-retirees

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Asian Segment

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.

Let's Connect

Janique – A Coach by Your Side

What We Do

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

Tax Planning

What We Do

Investment Management

Determine & Present Solutions

Building Net Worth

Steve & Lee-Ann – Creating a personalized plan to retire early

Liz and Michael – Building a Good Life

Tailored Solutions

Retirees / Pre-retirees

Women and Investing

Entrepreneurs / Business Owners

Asian Segment

Your unique goals

Trending Articles

Let's talk money: A practical guide for families

Let's talk money: A practical guide for families

3 factors to consider when renewing your mortgage

3 factors to consider when renewing your mortgage

The giving shift: Canadian women leading a new philanthropic era

The giving shift: Canadian women leading a new philanthropic era

Greg Boileau