Investing
We invest in our highest persuasion ideas for each asset class
Louis-Philippe Barrette
Louis-Philippe Barrette
Portfolio Manager
Singular solutions to intricate situations.
Phone
Office Location
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.
Phone
Fax
(514) 289-0032
Languages
English
French
Investment Methodology
Our approach to building investment portfolios is based on the following core convictions:
Commitment
We are committed to long term valuable companies at attractive prices
Investment Beliefs
We believe that alternative investments should be a part of every portfolio
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.
We develop strategies based on your vision for the future
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 favourable environmental, social and governance characteristics.
Investing responsibly doesn’t have to come at the expense of performance.
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 favourable environmental, social and governance characteristics.
Investing responsibly doesn’t have to come at the expense of performance.
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.
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.
Your Wealth Management Experience
1.Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
2.Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
3.Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
4.Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
5.On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
6.Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Your Wealth Management Experience
1. Welcome to TD Wealth Private Investment Advice
Next, we put that plan into action by constructing a portfolio that complements it. This phase involves an official onboarding and any account transfers required.
2. Regular Review Meetings
To ensure your wealth plan evolves as you do, we’ll regularly review your priorities with you, helping you stay on track with your goals.
3. Personal Wealth Strategy Meeting
Once we understand your unique situation, we can help you develop a personalized wealth plan.
4. Meet your Team
Whenever your needs require specialized support, we will build a team of TD specialists who can help
5. On Going Proactive Service
Your Investment Advisor will stay in touch with you, keeping you up to date on what matters to you.
6. Initial Discovery
Our discovery process focuses on understanding your priorities and goals in order to better support them.
Our Services
Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.
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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.