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Louis-Philippe Barrette

Portfolio Manager

Singular solutions to intricate situations.


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.







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

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Your values and goals are unique to you. When it comes to investing not everything that counts can be counted.

ESG principles are essentially a more comprehensive way to look at a company or investment, beyond just profit or loss numbers on a balance sheet. When it comes to investing not everything that counts can be counted. Encompassing non-financial information, ESG factors give you a richer view of a company's risks and growth prospects.

If sustainability is important to you, we have designed a strategy to provide strong risk adjusted returns by investing in companies with favorable environmental, social and governance characteristic.

Investing responsibly doesn’t have to come at the expense of performance.

To find out more about ESG investing (click here).






Alternative solutions:

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.

To read more...

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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.

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

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