Jean-François Roberge
Phone
Office Location
About me
With more than 25 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.
Languages
French
English
What We Do
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
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Your Unique Goals
Helping achieve what truly matters to you and your family.
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
Phone: (418) 654-0181
Office Location: 2590 Boulevard Laurier Bureau 200, Place de la Cité, Tour Belle Cour, Québec City, QC G1V 4M6
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Can I transfer funds tax-free from my RRIF to a TFSA?
Thinking of transferring funds from your Registered Retirement Income Fund to your Tax-Free Savings Account? A direct transfer isn’t tax-free, but there may be some options to consider. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain.
Trump’s potential longer-term impact on the financial world
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Trump’s potential longer-term impact on the financial world
Donald Trump’s presidency may have wide-ranging impacts on the economy and markets. MoneyTalk’s Greg Bonnell discusses with David Sykes, Chief Investment Office, TD Asset Management and TD Chief Economist Beata Caranci.