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Marc Bellerive

Vice PresidentInvestment Advisor

  • CFP®
  • CIM®
  • FCSI®

Committed to understanding your needs and helping you achieve your vision of success

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Marc Bellerive has worked in the financial services and investment industry since 1994. Marc provides comprehensive investment management solutions and financial planning services to high-net worth individuals, families, corporations and trusts. Focused on only a limited number of clients, Marc is able to develop genuine personal relationships with each of them. Those relationships, in turn, provide him with the in-depth understanding of his clients' needs, as well as the level of trust required to actively manage their portfolios.

He is supported by tax and estate planning specialists, insurance professionals as well as private banking and trust services, Marc can bring together a team to meet all of your needs. Marc is an investment advisor and has acquired the designations of Certified Financial Planner (CFP), Canadian Investment Manager (CIM) and was awarded the distinction of Fellow of the Canadian Securities Institute (FCSI). Outside of his professional pursuits Marc enjoys cycling, skiing, golfing, travelling, and enjoying life with his fiancée.

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ADDITIONAL CONTACT

Toll Free: (877) 429-2574
Fax: (250) 470-3015
Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015

LANGUAGES

English

EDUCATION

Diploma in Finance from BCIT

Additional Information

Building net worth banner_ENG.JPG
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

Implementing tax_efficient strategies banner_ENG.JPG
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

protecting what matters banner_ENG.JPG
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

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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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.

High risk equals higher returns? Think again.

When it comes to investing, you don't necessarily have to take on more risk to get better returns. Jean Masson, lead, quantitative research and development in low-volatility equity funds at TD Asset Management weighs in.

Selling your business: Is an earn-out right for you?

Selling a small business usually involves an earn-out — a deal that links the sale price to future benchmarks the business has to hit. Georgia Swan, a Tax and Estate Planner with TD Wealth, explains what a seller needs to know and what pitfalls to avoid.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

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