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Welcome to Hurtubise Wealth Management
Hurtubise 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.
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 Group 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.
"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 team
Hurtubise 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.
Laura Côté joined TD Bank Group in 2013, and has a broad knowledge of the retail and brokerage divisions. She became a CFA® Charterholder in 2022. 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 has completed Canadian Securities Course (CSC®), Conduct and Practices Handbook (CPH®) and Derivatives Fundamentals and Options Licensing Course (DFOL). She is renowned for her strong administrative skills, her multilingual 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.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
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.
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.
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.
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.
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.
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.
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.
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
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New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
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The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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