Marc-Andre Le Bel
Senior Investment Advisor
CIM®
Pl.fin.
Committed to understanding your needs and helping you achieve your vision of success
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Office Location
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 issued 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.
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Certificates
CIM®
Pl.fin.
Languages
English
French
Community Involvement
Member of the fundraising commitee of La Sams
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
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.
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