Meet The Team
Investment Advisor
CIM®
As a Investment Advisor at TD Wealth Private Investment Advice in Montréal I’ll work with you to design a unique and personalized investment and wealth plan.
Louis Olivier holds a MSc in Applied Finance with a specialization in Financial Engineering. He has acquired more than 10 years of international experience in Asia, Europe and North America within different asset classes such as Foreign Exchange, Structured Products, Equity, Commodity and Fixed Income.
Fluent in French and English as well as intermediate in Spanish and Mandarin (Chinese).
French
English
Spanish
Chinese
M.Sc. Applied Finance - Financial Engineering
Investment Advisor
Investment Advisor
Olivier's passion for wealth management is rooted in a lifelong appreciation for the financial industry and the meaningful client relationships at its core. A CFA charterholder who earned his Bachelor of Commerce with a major in Finance from Concordia University's John Molson School of Business, he combines strategic thinking with a rigorous analytical approach to navigate complex markets. Olivier is dedicated to providing comprehensive financial guidance, leveraging his deep techincal expertise to help clients reach their unique goals.
Since joining TD Wealth in 2022, Olivier has quickly distinguished himself through his strong work ethic and operational excellence. After gaining extensive experience in investment analysis, block trading, and options trading, he now serves as an Investment Advisor. Olivier focuses on managing client portfolios with a high degree of precision, ensuring each strategy is tailored to the long-term success and security of the families he serves.
Client Service Associate
Client Service Associate
Linda is a Client Services Associate with Lamontagne Family Wealth Management, bringing over 20 years of experience. Throughout her career, she has held a variety of administrative roles, she has built a reputation for delivering a consistently high level of client care, with a strong focus on responsiveness, attention to detail all while fostering a collaborative team environment and mentoring support staff to uphold exceptional client standards.
Linda holds a Bachelor of Commerce with a major in Finance from Concordia University, along with the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials (WME). Linda is known for her strong commitment to excellence, productivity, and creating a seamless and personalized experience for each client
Additional TD Specialists
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.
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.
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.