MAP

LIST

Aa Aa Aa
LanguageEnglish
- Francais
- Login to:

WebBroker

Login to
WebBroker
EasyWeb

Accessibility

Language

English

Francais

Text Size

Regular

Small
Regular
Large

Hurtubise Wealth Management

Working together to help you achieve what truly matters to you

1350 René-Lévesque Ouest 9ième étage Montréal, QC H3G 1T4Map

1350 René-Lévesque Ouest
9ième étage,Montréal,QCH3G 1T4

Print View on Google Maps

ContactHurtubise Wealth Management

Team

Email Me
Request Appointment

First name

Last name

Email address

(e.g., abc@domain.com)

Phone number

(optional)(e.g., 5553334566)

Drop Down

(optional)

Comment

Thank you for your submission, your email to has been sent.

By completing your contact information and clicking Send Message, you agree to TD using your information to communicate with you through email and/or telephone regarding your e-mail message. The information you provide will only be used to contact you. Please be advised that any information sent through this Contact Me page is not considered secure. Do not include confidential personal information such as passwords, account numbers or other sensitive information.

Please enter your contact information and preferred appointment dates and times in the fields below:

First name

Last name

Phone number

Email address

(e.g., abc@domain.com)

Drop Down

(optional)

Appt. Choice 1:

Date (e.g., MM/DD/YYYY)

Drop Down

Appt. Choice 2: (optional)

Choose Date (e.g., MM/DD/YYYY)

Drop Down

Appt. Choice 3: (optional)

Choose Date (e.g., MM/DD/YYYY)

Drop Down

Comment

By completing your contact information and clicking Send Message, you agree to TD using your information to communicate with you through email and/or telephone regarding your appointment request. The information you provide will only be used to contact you. Please be advised that any information sent through this Request Appointment page is not considered secure. Do not include confidential personal information such as passwords, account numbers or other sensitive information.

Welcome to Hurtubise Wealth Management

Back to Search Results

ADDITIONAL CONTACT

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

Meet The Team

Julie Hurtubise

Vice President
Investment Advisor

Laura Côté

Administrative Associate

Taralyn Donnelly

Administrative Associate

Julie Hurtubise

Vice President
Investment Advisor

(514) 289-0761
Email Me

Julie has always enjoyed following the markets. Financial services fascinate her. Her passion for finance combined with the interpersonal relationships she develops with her clients makes her an attentive and dedicated advisor.

Julie has been with TD Bank since 2005. Having graduated from John Molson School of Business and holding a Chartered Investment Manager (CIM ®) designation, she quickly began cultivating a well-established and diversified clientele. In 2008, Julie transitioned to TD Wealth where she has worked a variety of roles. Having been exposed to a broad range of experiences within the division, she quickly acquired all the tools necessary to optimize the management of your wealth.

With her endless drive to provide the best for her valued clients, Julie was appointed the Vice-President title within TD Wealth Private Investment Advice division in 2019. "Listening to the needs of my clients is the fundamental pillar of good wealth management" she says. In the vibrant modern era of living, she understands the complexities of today's families. In collaboration with TD specialists, elaborate tax strategies, individual investment objectives, comprehensive estate plans are some of the wide range of services she provides for her valued clients.

Julie is an active and energetic woman. With her never ending compassion for her clients, she frequently goes above and beyond to ensure client satisfaction. Her active lifestyle doesn’t stop once she leaves the office. Frequently found encouraging her children in their various sports activities, she also enjoys seasonal activities such as rowing in summer or cross-country skiing in winter.

Julie leads the Hurtubise Wealth Management Advisory Team

Laura Côté

Administrative Associate

(514) 289-8938
Email Me

Laura Coté joined TD Bank in 2013, and has a broad knowledge of the retail and brokerage divisions. Her experience as a trader allows her to provide a more comprehensive service for our valued clients. Laura holds a BBA with a trilingual specialization in finance, and is registered as an Investment Representative. She is renowned for her strong administrative skills, her multi-lingual customer service, and her ability to work efficiently even under pressure. On a personal front, Laura has been involved in competitive artistic swimming and coaching for over 16 years, and is a 2019 level 2 candidate in the CFA program.

Taralyn Donnelly

Administrative Associate

(514) 289-8056
Email Me

Taralyn Donnelly joined TD Bank in 2015. She has rapidly risen through the ranks in TD Wealth due to her great attention to detail and working hard to exceed client`s expectations. She also has a diverse professional background with over a decade customer service experience and management in the F&B sector. Simultaneously, Taralyn acquired her Bachelor’s in secondary education and taught for 2 years for one of the largest school boards in Montreal. On a personal level, Taralyn is family oriented and, along with her husband, appreciates the arts, home projects, and outdoor adventures.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Investor or Trader? Your Taxes May Differ

Potential Benefits of Consolidating Your Assets

Canadians Investing in U.S. Equities

Banking & Credit Management

Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.

Investment Secured Credit

Banking and Credit Management

Retirement Planning

Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.

Retirement is coming - How much will you withdraw? Will you have enough?

Registered Retirement Income Fund

Registered Retirement Savings Plan

The Tax-Free Savings Account

Retiring Allowance

Understanding In-trust Accounts

Your U.S. retirement plan

Estate Planning with a Henson Trust

Protecting your assets

Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.

Strategic Uses of the Capital Dividend Account

The Boomerang Bind

Special Families: Planning for your Child with a Disability

The Facts of Life Insurance

The Role of Life Insurance in Protecting Your Assets

Family Income Splitting Basics

Identical Properties

Provincial/Territorial Probate Fees

Return of Capital

Strategies to Minimize Probate Fees

Superficial Loss

U.S. Federal Estate Tax

Tax Management

Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.

TFSA FAQs

Identity Crisis: Does the IRS Think You're an American?

Major Canadian Tax Deadlines and Date

Personal Tax Rates and Credits

The Principal Residence Exemption

Divorce and Taxes

the New Top 10 Tax Checklist

Top 10 Tax Issues facing U.S. Citizens living in Canada

U.S. May Impose Tax and Penalties on Certain Holders of Canadian Mutual Funds and ETFs

Claiming Losses on Worthless Shares

Top 10 Tax Issues facing U.S. Citizens living in Canada

Tax Loss Selling

Taxation of Employee Stock Option Benefits

Prescribed Rate Loan Strategy Guide and FAQ

Passing on your Wealth

An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.

Estate Planning Basics

Can Your Kids Afford to Inherit the Family Cottage?

Tax Treatment of RIFs upon Death

Rich Kid, Poor Kid, Successful Kid

Life Insurance as an estate planning tool

Structuring an Estate Freeze

Estate Planning for Families with Dependants with Disabilities

Multiple Wills - Probate Savings Strategy

Taxation on the Death of an RRSP Plan Holder

Treatment of RRIFs upon Death

Education Funding

Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.

Continuing education Using the Lifelong Learning Plan to advance your education

Establishing an educational path Setting up an RESP

Determining what an RESP beneficiary receives

Business Succession Planning

Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.

Business Succession Planning – Your Future Depends on It

Maximizing the Value of Your Business

Selling Your Business-The Sale Process

The Family Bargain

Business Valuation: How a Potential Buyer Will Value Your Business

Family Business Succession Considerations

Shareholders’ Agreement

The Lifetime Capital Gains Exemption for your Private Company Shares

Planning for Major Purchases

Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.

Recreational Property Market vs. Housing

Millennials & House Prices

U.S. Real Estate: The basics of buying, selling and renting

Charitable Giving

A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.

Digging Deep: Understanding why, where and how much you should give to charity

Corporations and Charitable Giving: What Strategies Work for You?

REQUEST AN APPOINTMENT

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

Request appointment

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.

advisors.td.com/hurtubisewealthmanagement

High risk equals higher returns? Think again.

When it comes to investing, you don't necessarily have to take on more risk to get better returns. Jean Masson, lead, quantitative research and development in low-volatility equity funds at TD Asset Management weighs in.

Link

Selling your business: Is an earn-out right for you?

Selling a small business usually involves an earn-out — a deal that links the sale price to future benchmarks the business has to hit. Georgia Swan, a Tax and Estate Planner with TD Wealth, explains what a seller needs to know and what pitfalls to avoid.

Link

TD Economics

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

Link

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

PDF Download

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Link

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Link

Do you know someone who would benefit from our services?

Share our profile

Sign up to receive updates and resources.

julie.hurtubise@td.com

Mailing List

Receive content from TD Wealth

To better serve you, TD Wealth has created material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services to help you reach your financial goals. Sign up today to receive the latest news and information from TD Wealth.

First Name

Last Name

Email address

(e.g., abc@domain.com)

Address

City

Drop Down

Postal Code

(e.g., M5K1A2)

Thank you. You are now registered to receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services from .

If you wish to unsubscribe at any time you can use the Unsubscribe form on the Mailing List tab on our website, the Unsubscribe link in any email communication received from , or by contacting us.

You will receive an email confirmation sent on our behalf from TD@emeraldconnect.com

Want to unsubscribe?

If you no longer wish to receive our emails, please use the unsubscribe link above.

Email address

(e.g., abc@domain.com)

We received your request to be removed from our mailing list. The process takes 10 days after which time you will no longer receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services from . You will receive an email confirmation sent on our behalf from TD@emeraldconnect.com.

By clicking Unsubscribe, you will no longer receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via email and/or standard mail .

By clicking Submit, you agree to receive material about investing, including newsletters, articles, market updates, educational materials, and information about our products and services via e-mail and/or standard mail from based on the information you provided. If you wish to unsubscribe at any time, you can use the Unsubscribe Form on this page or the Unsubscribe link in any email communication received from .

Contact Hurtubise Wealth Management

1350 René-Lévesque Ouest
9ième étage
Montréal QC H3G 1T4 Map

Contact me
Request appointment

Resources

Market News and Commentary
Investing Insights
IIROC Advisor Report

TD

Company
Products & Services
WebBroker
EasyWeb

Privacy and Security
Legal
Accessibility

Disclaimers:
Canada
United States Residents
United Kingdom Residents

Availability of products and services may vary by jurisdiction.