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Jean Paul Beaulieu

Investment Advisor

Working together to help you achieve what truly matters to you

Travaille dans le secteur des services financiers depuis 1980 et est titulaire d’un baccalauréat en commerce, Université Concordia et d’un MBA (Finance) HEC de Montréal. De 1980 à 2000, il a œuvré dans le secteur du Financement des grandes entreprises publiques et il est un professionnel aguerri du secteur Gestion de fortune privée depuis 2000.

 

Il est un Administrateur au Conseil d’administration de FEI Canada, Section du Québec et un vice-président principal au Comité de gestion, Section du Québec depuis 1983. FEI Canada est un Institut canadienne et mondiale, qui agit comme porte-parole des Chef de la direction financière (CFO).  Il a siégé plusieurs années comme Administrateur au Conseil d’administration de la Société d’Arthrite du Canada et à celui de la Société Croix Rouge, Sections du Québec.

ADDITIONAL CONTACT

Toll Free: (877) 707-7006
Fax: (450) 462-8944
Branch Office: (877) 707-7006
Branch Fax: (450) 462-8944

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry 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.

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Market Commentary

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.

Canadian, U.S. jobs numbers disappoint, testing strength of recovery

Weak jobs reports in both Canada and the U.S. are raising questions about the strength of a post pandemic recovery. Anthony Okolie speaks with Sri Thanabalasingam, Senior Economist, TD Bank, about the results and what they mean for economic growth going forward.

TD Report: How your career can impact your investing style

A new study from TD Wealth reveals that people with volatile careers may also select riskier investments. Further, there's evidence those people may feel less satisfied with their retirement readiness. Authors Lisa Brenneman, Head of Behavioural Finance at TD Wealth, and Laura Goodyear, Research Coordinator at Behavioural Economics in Action at Rotman (BEAR), join Kim Parlee to discuss the findings and some ways investors may feel more confident about their goals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

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