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Maxime Lambert is a portfolio manager with TD Wealth Private Investment Advice. Maxime provides a full-suite of wealth management services to his clients, including tax, investment and wealth planning. Maxime’s dedication to exceptional client experiences and innovative financial strategies are the foundations of his business.
Maxime has been providing his clients with innovative wealth management solutions for many years. His clients include wealthy individuals and families, as well as their private corporations, trusts, estates and foundations who require comprehensive wealth management services in collaboration with highly qualified TD experts and outside professionals
Maxime holds the Chartered Investment Manager (CIM®) designation and is a Fellow of the Canadian Securities Institute (FCSI). The CIM designation is a regulatory requirement to be able to provide discretionary portfolio management in Canada. The FCSI is the most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
Maxime has spent his life working and volunteering with different charitable organizations across Canada, and continues to be actively-involved in a wide range of charitable and community organizations.
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032
ESG - UQAM
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.
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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