Marc-Andre Le Bel, Investment Advisor, Pointe-Claire, QC | TD Wealth

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(514) 695-0225Telephone number
6500 Trans Canada Highway Suite 200 Pointe-Claire, QC H9R0A5Map

I have been working in the financial services industry since 2001, providing financial advice and wealth management services for a wide range of individual and corporations. Prior to joining TD Wealth Private Investment Advice I was a Senior Financial Planner with TD Wealth Financial Planning for the past 14 years. I graduated from UQAM with a Bachelor in Administration; I hold my Financial Planner designation issue by the IQPF.

I will strive to help you reach your financial goals by introducing a variety of strategies, products and services that are customized to your unique circumstances. I will use a wide range of tools and resources to develop a recommendation and assist you and your family all along the process.

On a personal level, I'm the proud father of 2 littles girls, I've been a Canadian Ski Patrol for the past 15 years and I truly enjoy spending quality time with the family on various campgrounds during the summer.

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

Helping you achieve your vision of success

At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values. Whether your needs are straightforward or complex, we're dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. For more information, click on the image below.

ADDITIONAL CONTACT

Toll Free: 1(877) 669-8400
Branch Office: (855) 695-0464
Branch Fax: (514) 695-8545

LANGUAGES

English, French

Meet The Team

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.

Investor or Trader? Your Taxes May Differ

Potential Benefits of Consolidating Your Assets

Return of Capital

Covered Call Options and their Tax Treatment

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