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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

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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.

As the global vaccine rollout picks up, is the path to recovery near?

As countries race to vaccinate their populations, new COVID-19 variants and vaccine supply concerns are undermining efforts to tackle the pandemic. Anthony Okolie speaks with Tarik Aeta, Healthcare Analyst, TD Asset Management, about where countries stand in their vaccination efforts.

Day trading, taxes and the CRA: What you should know

Many people found the time in the past year to trade stocks more frequently at home. Unfortunately, day traders may face a bigger tax bill if they meet certain CRA criteria. Kim Parlee speaks with Georgia Swan, a Tax and Estate Planner with TD Wealth, about what investors should be wary of.

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.

Bracing for a debt tsunami: Ottawa navigates the pandemic-spending tide

Canada’s fiscal response to the COVID-19 pandemic has gone a long way in reducing the economic fallout. But it comes with a massive price tag. Anthony Okolie speaks with Omar Abdelrahman, Economist, TD Bank Group, about what we can expect in the upcoming 2021-22 Federal Budget.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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