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Louis-Philippe Barrette

Portfolio Manager

Singular solutions to intricate situations.

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Louis-Philippe Barrette

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I believe that the only certain thing is uncertainty. I head up a team of financial professionals with experience in several segments of the financial services industry. Together, we work on preparing for the unexpected and coaching our clients through financial decisions.

Although investment management is at the core of what we do, our offering goes well beyond it. We achieve this by working closely with a team of TD specialists to help simplify several matters for our clients, such as:


·         Transitioning a business;
·         Minimizing taxes;
·         Passing on wealth;
·         And ensuring that family members are properly taken care of.


Applying singular approaches, we assist you in achieving an integrated financial structure and provide you with investment solutions that are consistent with your intricate situation and the financial market outlook.







What our clients say about us:


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Investment Methodology

Our approach to building investment portfolios is based on the following core convictions:

  •   We invest in our highest persuasion ideas for each asset class;
  •   We are committed to long term valuable companies at attractive prices;
  •   We believe that alternative investments should be a part of every portfolio.
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We develop strategies based on your vision for the future


Over the past decade, the financial environment has created a challenging landscape for investors. Many of the investment strategies that have worked so well for the past thirty years are less likely to be effective going forward.

The key risk is that portfolio returns result in a shortfall. Fixed income products, equity markets have become increasingly volatile, and global financial issues are numerous and highly interconnected. In this new environment, traditional 60/40 portfolios and traditional market benchmark indices are becoming less and less relevant as most investors’ objectives involve absolute return requirements, while ignoring relative performance.

It is important to recognize that, while traditional asset-class diversification strategies may help investors reduce volatility in normal market conditions; they generally struggle during extreme events, when asset-class correlations increase. These correlations increase due in large part to the fact that inside every asset class and security are multiple shared risk factors, which can be thought of as the DNA of a portfolio.

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Barrette and Associates Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. 

ADDITIONAL CONTACT

Toll Free: (877) 669-8400
Fax: (514) 289-0032
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032

LANGUAGES

English, French

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.

Meet The Team

Ioana Norocel

Investment Advisor


Olivier Besnard

Administrative Associate


Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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Additional TD Specialists

Teresa MalowanyHigh Net Worth Planner

François DesmaraisTax and Estate Planner

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

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Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

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Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

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Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

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TD Economics

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

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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