Meet The Team
Senior Investment Advisor
Senior Portfolio Manager
MBA
CIM®
Idrees Baksh is one of the founding members of the Larente Baksh & Associates team. Without Idrees’s precious contribution, the Larente Baksh & Associates team would not have been a member of the very select few to have crossed the one billion dollar of assets under management. Idrees has been working in the areas of personal and corporate finance for over 30 years. He has obtained his DMS designation (Derivatives Markets Specialist), his CIM designation (Chartered Investment Manager) and his Executive MBA.
Idrees manages the strategy using options. He presides over the committee responsible to manage the risk and volatility the portfolio is exposed to. Over the years, Idrees designed proprietary mathematical models and algorithms which relate to risk management and income generation, which coincide with the team's effort to provide a more stable and consistent rate of return while still allowing for capital growth. The strategies he uses work in perfect harmony with the fixed income and the equity in place in the portfolio.
He shares his life with his wife, Irina, and is the proud father of Jessica.
Idrees specializes in:
- Derivatives
- Technical analysis
- Risk management
French
English
Bachelor of Business Administration, Finance
Executive Master of Business Administration
Senior Investment Advisor
Senior Investment Advisor
Over the last 25 years, Marc has built a solid reputation in the financial field. As one of the founding members of Larente Baksh & Associates, he takes pride in the sense of leadership he brings to bring to this team. The group is one of the few to have passed the 1 billion under management threshold within Canada.
In leading the investment committee of the group, his mandate is to set the investment guidelines followed by all the group's portfolio managers. His philosophy is simple and effective: optimize the risk/return of the portfolios. This is done by choosing exclusively investment grade instruments put on the market by companies who, at the time of purchase, have a solid balance sheet and an impeccable track record. His prime concern is always safeguarding our client's capital.
Specializations:
• Investment strategies geared towards income
• Sectorial asset allocation
• Macro-Economic analysis
He currently sits on the board at the Montreal Children's Hospital foundation. He enjoys giving much of his time to organizations which help improve sick children's quality of life. He is also very involved in fundraising initiatives for many organizations in Montreal including ones for the St. Mary's and St. Justine hospitals and Place des Arts.
By his side through everything he does is his family. He has two children, Nick and Emma, that he is very proud of. As well as his beautiful and caring wife of over 20 years, Heidi.
French
English
Bachelor of Commerce, Finance
Investment Advisor
Investment Advisor
Tristan Gresland holds a Masters degree in Finance from the European Business School.
Before joining Larente Baksh & Associates, Tristan first worked as an analyst for a major player in the European finance industry. He went on to complete his Masters degree at McGill University, then worked for one of our major competitors where he quickly built a reputation for his expertise in portfolio management.
In his current position with the team, Tristan manages business relationships with our high-net-worth clients who are entrepreneurs. Tristan comes from a long line of entrepreneurs himself, so he is ideally positioned to understand the unique needs of this prestigious clientele and address them effectively. His international experience makes him an undeniable asset for the team.
Tristan is also in charge of the teams mentoring program for interns.
Investment Advisor
Investment Advisor
Brendan O’Reilly earned his Bachelor of Commerce degree, with a major in finance, from Concordia University’s John Molson School of Business. He then continued developing his knowledge through courses offered by the Canadian Securities Institute and is licensed to provide option solutions.
While Brendan expanded his knowledge in finance, he found a clear passion for both portfolio management and order execution. With his knowledge and experience he has become an essential part of managing the team's portfolios. While placing and implementing the team's bulk trades, Brendan must not only ensure accuracy but ensure all trades are placed impartially.
Prior to joining Larente Baksh and Associates he spent his childhood working at his family's deli in Ville Saint Laurent learning some very key work ethics and meeting many influential people in his life. As he continued his career, he started working for an online trading firm where he knew he would continue in the field of finance. As it is a forever changing environment, Brendan enjoys the challenges and works to provide the best service possible. He is also known for solving all technical issues in the team.
During his free time, Brendan enjoys working on cars, cooking and riding his bike.
Client Service Associate
Client Service Associate
Patricia Alberghi began her career in the industry 25 years ago. For the past 23 years, she has worked with Marc Larente.
In the course of her career, Patricia has developed her knowledge of many aspects of financial services, from opening accounts to buying and selling the products traded on financial markets (stocks, bonds and mutual funds). The expertise that Patricia has thus acquired has made her indispensable to the team. In addition, her close attention to detail makes her the key resource person for major client transactions.
Whatever the task, be it transferring funds internationally or expediting a money transfer in an emergency, Patricia works hard to help make sure that the process works as it is supposed to and that our clients’ deadlines are met. Thanks to her professionalism, Patricia has built close relationships with many of the team’s clients.
Today, Patricia is responsible for the movement of capital for client accounts.
Client Service Associate
Client Service Associate
Lia Athanasopoulos has been an integral part of Larente Baksh and Associates for the past 7 years. The expertise that Lia has provided throughout her career has allowed her to play an important role in the success of the team.
In the course of her career, Lia has developed her knowledge in the financial industry, from opening regular and complex accounts, settling estates, buying and selling the products traded on the financial markets, transferring funds, as well as many other crucial tasks.
Whatever the task should be, Lia makes sure that the clients requests and needs are met efficiently and in a timely matter.
Client Service Associate
Client Service Associate
Victoria began her career with Larente Baksh and Associates in 2017 as the Team's receptionist. As time went on, she began moving away from her duties at the reception and began taking on a new role in the team as Client Service Associate after completing the Canadian Securities Course through the Canadian Securities Institute.
Victoria is responsible for opening personal and company accounts, maintaining client relationships, executing transfers, placing trades and other important tasks. Victoria also volunteers at the Montreal Children's hospital for the Caring for Kids Radiothon, a cause which is near to the Larente Baksh team's hearts.
Having always been interested in understanding how the human brain works, she graduated from Concordia University and obtained a Bachelor's degree in Psychology. Victoria's pass times include reading, cooking and travelling.
Client Service Associate
Client Service Associate
Jake joined Larente Baksh and Associates full time in 2017. Prior to joining, he worked as an intern for the group for several years growing into his role as a client service associate.
Jake has an excellent understanding of client needs and prides himself on his customer service and on his ability to put the client's needs before anything else. During the course of his career, Jake has developed many skills pertaining to the transferring of funds, account updates, issuing cheques and a multitude of other crucial tasks. He has become exceptional at the opening of all types of accounts including personal accounts, corporate accounts, estate accounts and trusts.
His ever expanding knowledge and his willingness to learn are what drive him to strive for success.
Jake's Constant hard work and dedication to his job and to the clients are truly what make him such a viable asset to the team.
Additional TD Specialists
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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.
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.
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.
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.
