Skip to main content

Group Pépin-Isabelle Wealth Management

Working together to help you achieve what truly matters to you

We develop strategies based on your vision for the future

At Group Pépin-Isabelle Wealth Management, our mission is to support and assist you in building your net worth while achieving your vision of the future. We understand each individual is unique and their priorities are far more complex than simply returns and market fluctuations.

We surround ourselves with a team of experienced professionals who can support us in developing a plan consisting of different wealth strategies designed to help; reduce tax exposure, mitigate risk, plan for retirement, all while protecting what matters to you most.

Our advice and solutions are designed to assist in identifying your top priorities enabling us to create a blue print centered on your needs and legacy.



Understand You

understanding chart.jpg

Group Pépin-Isabelle Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Fax: (514) 289-0032
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032

Meet The Team

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

You have questions, we have answers. Let's have a quick chat.

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.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from our services?