Jean-Francois Roberge, Investment Advisor,Québec City, QC

Phone

Office

Office Location

2590 Boul. Laurier, Bureau 200 Québec City, QC G1V 4M6. map

With more than 31 years' experience in securities, Jean-François can offer sound advice on both the management of your assets and the strategies to achieve your goals.

Supported by a team of specialists in taxation, financial and estate planning, Jean-François helps professionals, entrepreneurs and retirees develop a plan to grow their wealth efficiently and tax-effectively, while respecting your values.

Jean-François holds a bachelor's degree in Business Administration from University Laval and is the father of 4 children. He is involved with them on the sports scene and on various committees within the Bank.

Certificates

BBA

Languages

French

English

Education

Université Laval

What We Do

We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.

At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, 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.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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.

Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

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.

Your Unique Goals

Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time. TD Wealth’s discovery process harnesses the cutting-edge field of behavioural finance, which we use to understand your wealth personality and what influences your wealth decisions – including your financial blind spots.

Let's Connect

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Advanced tax strategies for high-net-worth individuals

Just as your ambitions are uniquely your own, so too is your tax situation. No single tax strategy will fit all scenarios. Instead, your tax obligations may require a personalized guiding plan with annual consultations with tax advisors as your wealth accumulates or your business evolves.

Retirees / Pre-retirees

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.

Investment Planning

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

We draw on the expertise of a variety of TD investment professionals and risk management specialists who provide our team with economic and market research. This research helps us not only manage your portfolio, but also identify the opportunities that lie in market shifts as they occur.

At TD Wealth, you will have access to diversified and risk-balanced investment choices that aim to take intelligent advantage of market opportunities.

Transfer of Wealth

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

We understand that it may be a complicated process. That’s why we’re here to help. In collaboration with TD estate and trust specialists, we can work with you to develop a customized, multi-faceted strategy to help you protect your family’s wealth as you prepare for the future. We can assist with formalizing your business succession strategy and identifying strategies to help minimize future estate taxes.

Personalized Strategies

Phone: (418) 654-0181
Office Location: 2590 Boulevard Laurier Bureau 200, Place de la Cité, Tour Belle Cour, Québec City, QC G1V 4M6

What We Do

Our Services

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

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

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.

What We Do

Initial Discovery

Personalized Strategies

Building Net Worth

Your Unique Goals

Helping achieve what truly matters to you and your family.

Advanced tax strategies for high-net-worth individuals

Retirees / Pre-retirees

Entrepreneurs / Business Owners

Investment Planning

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

Transfer of Wealth

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Personalized Strategies

Trending Articles

Estate planning misconceptions: Why a Will may not be enough

Estate planning misconceptions: Why a Will may not be enough

Cottage succession: How to pass on a legacy and not potential complications

Cottage succession: How to pass on a legacy and not potential complications

Health-care costs?

Health-care costs?

Jean-Francois Roberge