Meet The Team
Senior Portfolio Manager
CIM®
B.A.A
Eric began his journey with TD Wealth over 24 years ago after completing his degree in Business Administration at l'Université du Québec in Montréal.
He surrounds himself with a network of TD Specialists and skilled professionals who can help provide his clients with wealth management solutions such as; Tax Planning, Retirement Planning, as well as Estate and Trust Planning.
His years of experience in the industry allow Eric to identify his client's unique needs and provide them with tailored investment strategies, supporting them through different life stages. As an Investment Advisor, he assists families in achieving their financial objectives while navigating them through the different market cycles.
Eric is a father who enjoys nature and spending quality time with his family and therefore understands the need of planning for the future.
Group Pépin-Isabelle Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Senior Portfolio Manager
CIM®
F.Pl.
B.A.A
Martin is a Portfolio Manager with over 23 years of experience in the wealth advice industry. He holds a Financial Planning (F.Pl.) designation and is a Financial Security Advisor with TD Wealth Insurance Services.
He surrounds himself with a network of TD Specialists and skilled professionals who can help provide his clients with wealth management solutions such as; Tax Planning, Retirement Planning, as well as Estate and Trust Planning.
Martin's role is to truly comprehend his client's needs and objectives, creating a financial road map that can help lead them to success. He builds tailored portfolios with the ultimate goal of guiding his clients through life's obstacles and evolution.
Martin is passionate about the economy and the financial markets and is often quoted in Finance & Investissement, la Presse, le Soleil, la Tribune, le Journal de Montréal, le Nouvelliste, le Journal de Québec, la Voix de l'Est, Coup de pouce, LCN, and Les Affaires.
English
French
.jpg){kind=spacer}
Client Service Associate
Client Service Associate
Catherine joined TD in September 2015, and has over 25 years of customer service experience.
She supports the portfolio managers on an administrative level. Together they establish and maintain long-term relationships with our customers; she provides operational sales support and delivers a professional level of client service to our clients, acting as the resource person in the absence of the Portfolio Manager.
Catherine enjoys the outdoors and finds peace by walking in nature.
Financial Security Advisor
Financial Security Advisor
As a Financial Security Advisor with TD Wealth Insurance Services, I work collaboratively with TD Advisors on customized, comprehensive insurance based solutions to assist clients in building, preserving and creating wealth through various tax advantaged strategies. The insurance solutions that I offer, utilize insurance products manufactured by third party insurance carriers. I support insurance sales channels within TD including TD Wealth Private Investment Advice (PIA) and TD Wealth Private Investment Counsel (PIC) as well as those channels that may compliantly refer insurance sales within TD Bank Group.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Wealth Planning Specialist
Wealth Planning Specialist
As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively
with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and
reflects their vision for the future. I work with clients to provide comprehensive wealth strategies,
including determining retirement income needs, identifying tax and estate planning
considerations, leveraging personal life insurance strategies, and identifying tax-efficient
charitable giving strategies.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
