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Serge Cossette

Investment Advisor

  • 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

Serge Cossette CPA,Pl.fin, CIM, differentiates his work with a complete and personalized Wealth Management approach supported by fiscal optimization and thorough investment strategies. By truly accompanying all the families he advises, he takes the time to understand their goals in order to help them create wealth and achieve their vision of success.

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.

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