Skip to main content

Serge Cossette

Investment AdvisorPortfolio Manager

  • Pl.fin.
  • CPA, CMA
  • CIM®

"Wealth management that evolves as your needs, priorities and circumstances change over time"

  • 2590 Boulevard Laurier Bureau 200, Place de la Cité, Tour Belle Cour Québec City, QC G1V 4M6Map

ADDITIONAL CONTACT

Branch Office: (418) 654-0181
Branch Fax: (418) 654-1075

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.

    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.

    REQUEST AN APPOINTMENT

    You have questions, I have answers. Let's have a quick chat.

    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.

    MoneyTalk Investing

    Cut out the noise.
    Hear what matters.
    Watch our top story now

    MoneyTalk Life

    Life: your family, money, job, home -- we help you connect the dots.

    TD Economics

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

    Monthly Perspectives June 2018

    Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

    Can your kids afford to inherit the family cottage?

    Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

    Stashing Your Cash

    Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

    Do you know someone who would benefit from my services?