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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.
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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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