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Louis-Philippe Barrette

Vice PresidentPortfolio 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 asset management is at the core of what we do, our offering goes well beyond it. We achieve this by working closely with an internal 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.




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What our clients say about us:


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Investment Methodology


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

·         We seek the broadest exposure for each asset class in your portfolio;
·         We are committed to value, not just low cost.

We call what we do: 

Singular solutions to intricate situations.

 

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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. Interest rates have fallen to historic lows, 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. All trademarks are the property of their respective owners. ® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank. As of January 1st 2020. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are solicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use

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

Associate Investment Advisor


Sarah Joti

Client Service 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.

Request appointment

Additional TD Specialists

Annie BoivinBusiness Succession Advisor

Teresa MalowanyHigh Net Worth Planner

François DesmaraisTax and Estate Planner


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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.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

Link

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

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TD Economics

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

Link

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

PDF Download

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

PDF Download

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Link

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