Meet The Team
Senior Investment Advisor
B.A.A
As an Investment Advisor, my mandate is to help you preserve and grow your wealth though tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Investment Advisor
B.A.A
Pl.fin.
With a rigorous, disciplined and holistic approach, Olivier specializes in creating personalized financial strategies that integrate all aspects of his clients' financial lives. He firmly believes in the importance of developing a robust financial plan, not only to increase wealth, but also to optimize tax efficiency. By legally minimizing taxes and maximizing disposable income, he works to achieve his clients' financial goals with meticulous precision.
Attentive and empathetic, Olivier values active listening to understand each client's unique needs, facilitating the creation of tailor-made strategies. This human and attentive approach is at the heart of his work and enables him to build lasting relationships of trust.
Outside the office, Olivier enjoys spending time with loved ones and engaging in physical activities such as hiking and cycling, which he often incorporates into his weekends. These leisure activities allow him to recharge his batteries and maintain a healthy balance between his professional and personal life.
Client Service Associate
M.A.
As a Client Service Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Client Service Associate
B.A.A
As a Client Service Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries or issues. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Additional TD Specialists
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.
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.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
