Meet The Team
Senior Investment Advisor
BBA
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
BBA (Hons)
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.
Maryse began her career in client service within the securities industry in 2011, following her studies in theology. She brings a human and attentive approach to every interaction, showcasing her genuine personality, positive energy, and strong commitment to clients.
She has completed the Canadian Securities Course and the Conduct and Practices Handbook Course offered by the Canadian Securities Institute, and is licensed in options, demonstrating her dedication to maintaining strong industry knowledge and professional standards.
Maryse plays a key role in overseeing the team’s administrative functions, including account management, transfers, and various related tasks. With a strong sense of organization, she ensures that operations run smoothly while contributing to a seamless and positive client experience. Always approachable and supportive, she is committed to delivering a high level of service to both clients and colleagues.
Client Service Associate
BBA
Alex began his career with TD while completing a technical diploma in Accounting and Management at Cégep de Sherbrooke. Entering the financial industry at a young age in 2010, he now brings over 16 years of experience, along with a strong understanding of the retail banking environment. Since joining TD Wealth Private Investment Advice in 2015, he has leveraged this background to support both clients and colleagues with insight and precision.
Alex holds a Bachelor of Business Administration degree with a major in Finance from Université de Sherbrooke, which he completed while working part-time at TD Canada Trust. Throughout his academic and professional journey, he has also pursued additional coursework in the securities industry, reflecting his ongoing commitment to learning and professional development.
Alex plays an integral role in both the administrative and client experience aspects of the business, leveraging his attention to detail and strong work ethic. From account openings and transfers to compliance oversight, he ensures that every step is handled with care and efficiency. At the same time, he is dedicated to delivering a seamless and positive experience for clients.
A true pillar of the team, Alex is recognized for the breadth of his knowledge, his resourcefulness, and his ability to connect people with the right solutions. He is equally appreciated for his generosity in sharing his time and expertise, always ready to support colleagues and contribute to the team’s success.
Originally from Sherbrooke city, Alex has a deep appreciation for the Eastern Townships. Outside of work, he enjoys life’s simple pleasures, whether it’s sharing a good meal with friends or spending time with family, and he also has a keen interest in travel.
Additional TD Specialists
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.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
