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WHAT WE DO
LISTEN – EVALUATE – IMPLEMENT
At Levine Barrette Portfolio Management, we recognize that our clients are where they are today because of years of effort. They’ve accumulated their wealth through hard work and feel that it should be entrusted to a team of professionals who will listen to them, understand their needs and help safeguard their legacy into the future.
Although asset management is at the core of what we do, our offering goes well beyond it. Whether it is transitioning a business, minimizing taxes, passing on their wealth or making sure that family members are taken care of, our aim is to simplify these matters for our clients.
We act as the primary advisor for our clients and work diligently in providing tailored advice and outstanding service. Finding solutions and then implementing them is something that we are very passionate about. Recognizing that many clients have existing specialized professionals, our solutions are constructed in tandem with them, or as required, with other selected third party advisors.
We would welcome the opportunity to assist you with your wealth needs.
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032
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.