Our Management Team
Sophie Tremblay, Branch Manager
E: Sophie.Tremblay@td.com | T: 514 289 1346
With more than 25 years of experience in Wealth Management, Sophie has a deep knowledge of the industry and the best practices. Throughout her career, Sophie has supported Investment Advisors' and Portfolio Managers' teams in the realization of their business plans.
Maria Violetti, Manager Client Service
E: maria.violetti@td.com | T: 514 289 8934
With more than 36 years of experience with TD, as Manager Client Service I am responsible for leading a team of highly skilled support staff with diverse capabilities conducting day-to-day operations of a fast-paced branch, ensuring a positive working environment, change management, consistent process improvements, and adherence to ever-changing regulatory and control requirements.
Stéphane Dupuis, Assistant Branch Manager
E: stephane.dupuis@td.com | T: 514 842 3254
With nearly 25 years of experience in the field, I have worked in various firms as well as for a regulator during my career. Always available, I work closely with our advisors to provide them with my support and help them achieve their goals.
Meet the Advisors
Senior Portfolio Manager
Senior Investment Advisor
CIM®
B.Comm.
F.Pl.
At the heart of what I do is a remarkable purpose to create investment plans that help clients avoid the many pitfalls of investing and make smart decisions with their money.
My approach follows a simple process.
I get to know my clients and their families which constitute high net worth business owners, professionals, corporations, trusts and estates. Knowing my clients well allows me to better understand their Financial and Retirement goals and build a plan to achieve them. Because these goals change over time we review their situation at least once a year.
I then develop Investment Policies and Financial Plans that are tailor made to the client. Following these policies and plans I build and manage diversified investment portfolios using a disciplined investment strategy.
I work with TD specialists and tax and legal advisors to help my clients organize the important financial planning areas of their lives.
English
French
Hebrew
Senior Portfolio Manager
B.Comm.
CIM®
Mr. Kadri and his team provide comprehensive wealth management solutions to individuals, corporations and foundations. Since 2005, they have been committed to legendary service to each of their clients with tailored investment strategies. They work closely with clients to create customized wealth and retirement plans to help protect their financial futures.
In recognition of Rikki's industry accomplishments, he was appointed as a Senior Portfolio Manager at TD Wealth Private Investment Advice. Additionally, he is a recipient of the Investment Industry Association of Canada's Top Under 40 award nomination*. Rikki holds a Chartered Investment Manager designation from the Canadian Securities Institute as well as a B.Comm. from the John Molson School of Business. He is also a member of l'Authorité des Marchés Financiers. Having lived on 3 continents and speaking 5 different languages, Rikki has a broad network of diverse clientele.
Outside of the office Rikki is involved in giving back to the community and supports a few charitable organizations, notably Lower Canada College and Cedars Cancer Foundation. In 2008 he started fundraising annually to help give back to the less fortunate. Rikki and his wife Melanie have two beautiful children, Lawrence and Karolina, who keep them very active at home. With a passion for arts and cooking, you will often find Rikki and his family at the local farmer's markets in the heart of Montreal.
Portfolio Manager
BBA
CIM®
After helping his parents plan for their retirement, Alex realized that there were lots of people like them – investors who were uncertain about how their investments should be structured. That’s when he decided to make the move from institutional investing to advising private clients – an area where he felt he could truly make a difference. Since then, Alex has been leveraging the extensive institutional investing experience and expertise he gained during his nine years at Credit Suisse First Boston and Merrill Lynch to help his high net worth clients articulate and meet their financial objectives.
Alex graduated from Bishop’s University in 2001 with a Bachelor of Business Administration, majoring in Management and Finance. He holds the Chartered Investment Manager (CIM®) designation and is able to provide discretionary portfolio management.
Alex is married and lives in Montreal with his wife and two sons. He supports various local charitable causes, and organizes volunteering activities at local homeless shelters occasionally. He is part of the Montreal Bishop’s Alumni Network, and enjoys swimming, hiking, wine tasting and travelling.
Committed to leading by example, Alex lives according to the 3 Ps: Protect the environment, protect your health, protect your wealth.
Articles of Interest
Russia/Ukraine DevelopmentsEstate Planning Basics
Money Talk: The Top 10 Mistakes People Make in a Will
English
French
Bishop's University
Senior Investment Advisor
Senior Investment Advisor
Michael has been working in the investment industry for close to 35 years and has been an Investment Advisor with TD Wealth Private Investment Advice since 2011. Early in his career, Michael worked in Toronto, New York and London, including three years in institutional sales trading, with primary focus on Germany and Switzerland. In his current position, he prides himself on providing a vital link between his clients and the world of investment and insurance strategies , professional money management and investment planning.
Michael was educated at McGill University where he was a two sport athlete (Hockey and Football). He strongly believes that his athletic achievements helped him develop the discipline, focus and work ethic that have been instrumental to his success in the investment industry. Michael has been a member of the TD Executive Club* since 2011.
In his time away from the office, Michael enjoys broadening his horizons by travelling with his 2 children. He is a competitive Tennis Player, Motorcyclist and Mountain Climber, and has summited 3 of the top 7 summits of the world. Michael is a member of the Mount Royal Tennis Club and the Montreal Amateur Athletic Association.
*The TD Executive Club recognizes advisors who meet or exceed a specific a specific financial milestone.
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Senior Investment Advisor
CIM®
B.Comm.
Julie has always enjoyed following the markets. Financial services fascinate her. Her passion for finance combined with the interpersonal relationships she develops with her clients makes her an attentive and dedicated advisor.
Julie has been with TD Bank Group since 2005. Having graduated from John Molson School of Business and holding a Chartered Investment Manager (CIM ®) designation, she quickly began cultivating a well-established and diversified clientele. In 2008, Julie transitioned to TD Wealth where she has worked a variety of roles. Having been exposed to a broad range of experiences within the division, she quickly acquired all the tools necessary to optimize the management of your wealth.
"Listening to the needs of my clients is the fundamental pillar of good wealth management" she says. In the vibrant modern era of living, she understands the complexities of today's families. In collaboration with TD specialists, elaborate tax strategies, individual investment objectives, comprehensive estate plans are some of the wide range of services she provides for her valued clients.
Julie is an active and energetic woman. With her never ending compassion for her clients, she frequently goes above and beyond to ensure client satisfaction. Her active lifestyle doesn’t stop once she leaves the office. Frequently found encouraging her children in their various sports activities, she also enjoys seasonal activities such as rowing in summer or cross-country skiing in winter.
Hurtubise Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
French
English
University of Montreal
McGill University
John Mulson School of Business
Senior Portfolio Manager
CIM®
B.A.A
Eric began his journey with TD Wealth over 29 years ago after completing his degree in Business Administration at l'Université du Québec in Montréal.
He surrounds himself with a network of TD specialists and skilled professionals who can help provide his clients with wealth management solutions such as; Tax Planning, Retirement Planning, as well as Estate and Trust Planning.
His years of experience in the industry allow Eric to identify his clients' unique needs and provide them with tailored investment strategies, supporting them through different life stages. As an Investment Advisor, he assists families in achieving their financial objectives while navigating them through the different market cycles.
Eric is a father who enjoys nature and spending quality time with his family and therefore understands the need of planning for the future.
Group Pépin-Isabelle Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Senior Portfolio Manager
CIM®
F.Pl.
Emmanuel le Forestier leads the Alteris Capital team and develops tailored investment, tax‑efficient wealth strategies for clients across Canada, the U.S. and abroad. With over 25 years of experience in finance, he brings deep expertise in asset management, business succession planning, estate planning, and corporate structure.
He holds a Bachelor of Economy and a Bachelor of Business Administration from Laval University, along with several professional designations, including Certified Financial Planner, Chartered Investment Manager and Certified Life Underwriter.
Dedicated to understanding each client’s goals, Emmanuel is committed to helping families grow, protect, and transfer their wealth successfully. Born in Canada to European immigrant parents, he values family, culture, and outdoor activities. An avid alpine skier and mountain biker, he strives to offer his clients a close and personal relationship and the same quality of life he prioritizes for his own family.
English
French
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Investment Advisor
Investment Advisor
Gail Malone: Joined TD Wealth Private Investment Advice in 1997. She is Senior Vice President and has over 30 years experience with TD Bank Group. Her career spans the full spectrum of financial services as a commercial banker at TD Bank’s main banking center in Quebec, as well as five years as Manager of one of the Bank’s premier retail branches in Montreal. When away from work Gail enjoys spending time at the cottage with family and friends.
Senior Portfolio Manager
CFA
Charles E. Martin bought his first bond at age 13, earned 20% and instantly knew that investing was his calling. After earning a Bachelor of Commerce in Finance at Concordia University in 1993, he became an Investment Advisor a year later and joined TD Wealth Private Investment Advice (TD Wealth) in 2009. Since 1994, Charles has led the Martin Advisory Group to help serve affluent families and institutions with passion, vision and discipline. He is a Chartered Financial Analyst charterholder (CFA®), the industry’s gold-standard designation.
As one of the leaders within TD Wealth and the industry, Charles has served on the TD Wealth National Advisor Council to liaise between management and advisors; frequently delivers seminars on economics to TD Bank Group businesses, clients and professional firms; is often featured in the Quebec media as a TD Wealth spokesperson and commentator; mentors many promising young advisors at TD Wealth and externally to help them learn from his mistakes. Through these roles, Charles hopes to foster better-qualified advisors and better-informed investors.
Charles brings his clients a sound understanding of economics, portfolio management, investment strategies, market fluctuations, and wealth planning. As one of the industry’s first Portfolio Managers, he began offering discretionary services in 2001, helping free his clients from the pressure of making investment decisions and delivering many other benefits. He values the relationships he has built by providing goals-based investing and great service, and his primary measure of success is his clients’ satisfaction..
A true family man who believes in work/life balance, Charles is serious about his business but always makes it home for dinner with his wife Elisabeth and their daughter and two sons. He previously lectured for Concordia’s commerce program. When it’s time to unwind, Charles enjoys firing up his charcoal barbecue and grilling something great. Also, he previously coached minor hockey and is passionate about playing the game himself as well as cheering on his beloved Habs.
French
English
Senior Portfolio Manager
CIM®
F.Pl.
B.A.A
Martin is a Portfolio Manager with over 29 years of experience in the wealth advice industry. He holds a Financial Planning (F.Pl.) designation and is a Financial Security Advisor with TD Wealth Insurance Services.
He surrounds himself with a network of TD specialists and skilled professionals who can help provide his clients with wealth management solutions such as; Tax Planning, Retirement Planning, as well as Estate and Trust Planning.
Martin's role is to truly comprehend his clients' needs and objectives, creating a financial road map that can help lead them to success. He builds tailored portfolios with the ultimate goal of guiding his clients through life's obstacles and evolution.
Martin is passionate about the economy and the financial markets and is often quoted in Finance & Investissement, la Presse, le Soleil, la Tribune, le Journal de Montréal, le Nouvelliste, le Journal de Québec, la Voix de l'Est, Coup de pouce, LCN, and Les Affaires.
English
French
Senior Portfolio Manager
Senior Investment Advisor
FCSI®
CIM®
Matthew Rodier has over 20 years' experience at TD, including 15 years at TD Wealth. In 2017 he was named the sole recipient of the IIAC Top Under 40 Award, which recognizes and celebrates Canada's new generation of highly motivated and talented young professionals whose drive, dedication, qualities and accomplishments have brought distinction to the investment/financial industry.
As an award-winning Senior Portfolio Manager, Matthew leads the Clearview Family Wealth team in an effort to provide industry-leading financial solutions to their clients.
Matthew's commitment to his community is evidenced by his participation and support for the "Just For Kids Foundation" as a committee member, benefitting the Montreal Children's Hospital.
Matthew is a husband and a father of three, a loyal Montreal Canadiens fan, and a self-proclaimed foodie.
French
English
Co-Chair of the annual golf and cycling event for the Just for Kids Foundation
Bachelor of Commerce, Major in Marketing from John Molson School of Business
Senior Investment Advisor
CIM®
B.Comm.
With over two decades in the investment industry, Cameron Stirling provides comprehensive wealth management solutions to corporations, individuals and families. The cornerstone of his business is cultivating one-on-one relationships with each client based on trust, communication and a detailed understanding of their needs. Holding a B. Comm. from McGill University and a Chartered Investment Manager (CIM) designation, Cameron is committed to delivering a full suite of wealth management solutions to his clients.
Having joined TD Wealth in 2006, his dedication to exceptional client experiences and innovative financial strategies are the foundations of his business. This is made possible through close collaboration with TD specialists and diligence in considering the best investment options for his clients. In addition, Cameron has committed to providing clients with a comprehensive quarterly investment summary, which also includes a commentary on his evolving perspective of the financial world.
Outside of the office, Cameron has a passion for green initiatives and environmental issues across the globe. A vocal supporter of Socially Responsible Investing (SRI), Cameron considers sustainability to be an important part of the investment process. Coupled with a strive to understand the human condition and how it drives the global markets, Cameron utilizes this understanding in considering the appropriate investment options. In addition to his environmental pursuits, Cameron enjoys spending time at home with his partner and 3 children.
English
French
McGill University
Senior Investment Advisor
CIM®
FCSI®
Steven specializes in simplifying the investment process for his clients. Through a proven process of focusing on Risk Tolerance and Asset Allocation, Steven strives to make his clients feel at ease by having him at the helm.
With a clear map, in the form of an Investment Policy Statement (IPS), Steven will help clients navigate through calm and turbulent markets. By combining a fully transparent fee-based approach with customizable and dynamic portfolios, Steven strives to ensure his clients are well-served in their wealth accumulation stage, through their transition to retirement and in their retirement years. Steven also collaborates with TD specialists in other wealth services, including Financial Security Advisors and Tax and Estate Planners, to help ensure clients' wealth priorities are addressed, whether they be retirement or succession planning, asset protection, education funding, or philanthropic in nature. The goal is to ensure clients stay on course to preserve and grow their wealth in the most tax-efficient manner.
Steven and his Team take pride in the service which they deliver and are fully committed to their mission of establishing a relationship built on trust. Once achieved, the goal is for clients to feel comfortable knowing that Steven will accompany them in their wealth journey.
Born and raised in Montreal, Steven holds a B.Comm from McGill University and also holds the Fellow of CSI (FCSI®) designation.
Steven resides in NDG with his children Adam, Nathaniel and Ariel. He loves to play and watch sports of all kinds and can most often be seen running outdoors, golfing and playing tennis.
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.
Discovery Process
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
English
French
McGill University, B.Com
Senior Investment Advisor
Associate Portfolio Manager
CIM®
B.Comm.
Liping Han grew up in China and immigrated to Canada in 2001. Having lived on both sides of the world, she has an in depth understanding of both Canadian and Chinese culture. She has guided many new immigrants through their financial transition from China to Canada. Her experience gives her great insight on the ways to transfer assets overseas and gain financial momentum.
Liping specializes in working with clients to help create long term and personalized wealth plans. She helps tailor investment strategies that complement life goals and business objectives, as well as estate and charitable giving. She works with TD specialists such as tax planners, private bankers, and insurance specialists to help best cater to each client's needs.
Liping Han holds the Chartered Investment Manager designation (CIM®) and has spent many years serving high-net-worth investors and their families. Prior to working at TD Wealth, she worked as a control analyst at the Canadian Depository for Securities (CDS), and as a financial advisor at Laurentian Financial Services. She graduated from Concordia University in 2004 with a B. Comm. in Finance. She used to be a geological engineer in China before immigrating to Canada.
During her free time, Liping enjoys travelling, taking strolls, and tasting new delicious foods. She is very active in the Chinese community. You will surely see her at your next Chinese event! She lives in Montreal, Quebec with her husband and daughter.
English
French
Mandarin
Bachelor of Finance, Canada
Investment Advisor
CIM®
As a Investment Advisor at TD Wealth Private Investment Advice in Montréal I’ll work with you to design a unique and personalized investment and wealth plan.
Louis Olivier holds a MSc in Applied Finance with a specialization in Financial Engineering. He has acquired more than 10 years of international experience in Asia, Europe and North America within different asset classes such as Foreign Exchange, Structured Products, Equity, Commodity and Fixed Income.
Fluent in French and English as well as intermediate in Spanish and Mandarin (Chinese).
French
English
Spanish
Chinese
M.Sc. Applied Finance - Financial Engineering
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Senior Investment Advisor
CIM®
B.Sc.
CFA
Philippe joined TD Wealth Private Investment Advice in 2012 and is an Associate Investment Advisor for the Malone Wealth Group. Through his committed and insightful approach, an important part of Philippe's mandate is to guide our clients with generational planning by strengthening our relationships with family members through collaborating and by helping to ensure continuity of the family legacy. In June of 2019 Philippe successfully completed the Chartered Financial Analyst (CFA) Program, earning him the CFA designation. In his free time, he enjoys playing guitar and is an avid sports enthusiast.
Manager Client Service
Manager Client Service
French
English
Italian
Investment Advisor
Investment Advisor
As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Investment Advisor
Investment Advisor
Kevin brings over 15 years of experience in the tax, estate and wealth planning field. He began his career at a Big Four accounting firm, where he focused on private-client taxation and at the head office of Gildan, specializing in international taxation.
Prior to joining the team, he spent the last 5 years at TD Wealth, Wealth Advisory Services, as Vice President, Business Succession Advisor, where he had the opportunity to provide tax advice to some of the most important and complex clients in the Quebec region at TD.
He holds the CPA and financial planner designations and obtained his Graduate Diploma in Taxation (D. Tax) at Université de Sherbrooke. He also completed his Bachelor of Commerce, specializing in accounting, from JMSB – Concordia University, as well as a Graduate Certificate in Professional Accounting from McGill University.
As a recognized specialist, Kevin is often featured in the media and has been invited as a guest speaker on MoneyTalk videos. He is also a member of the Society of Trust and Estate Practitioners (STEP), the Canadian Tax Foundation (CTF) and has taught courses at the Association de Planification Fiscale et Financière (APFF).
On a personal note, he cherishes time with his spouse and their two young children. He also enjoys travelling and has a passion for good food.
Investment Advisor
Investment Advisor
As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Investment Advisor
CIM®
Email: han.zhang@td.com
As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Language(s) spoken:
French
English
Mandarin