Meet The Team
Portfolio Manager
Senior Investment Advisor
CPA
CIM
F.Pl.
Alain’s 25 years of experience in wealth management provide him the insight and the reflexes to identify strategies and solutions for each client, whether their situation is simple or more complex.
He understands the challenges clients may face when dealing with multiple advisors and his knowledge and experience allows him to integrate their advice into a coordinated strategy.
Developing his expertise has always been a priority for Alain.
After completing a Bachelor’s in Accounting and obtaining his CPA designation, he migrated into wealth management and obtained his Financial Planner’s designation. He then obtained the Chartered Investment Manager designation allowing Alain and his team to provide discretionary portfolio management to his clients.
Alain has spent many years helping our industry evolve from primarily delivering investment advice to taking a much broader wealth management approach including retirement planning, tax strategies, risk management and estate planning strategies.
Alain was born and raised in Montreal where he now lives with his wife and children. He is passionate about maintaining an active lifestyle that includes, tennis, cycling and skiing.
French
English
Client Relationship Associate
CFA
James graduated from John Molson School of Business with a major in Finance (2015) and has recently become a CFA Charterholder (2021). He brings a deep understanding of investment strategies and risk management.
Having worked in the industry for over 7 years, James is dedicated to providing excellent client service and building lasting relationships.
Beyond his professional pursuits, he is passionate about Tennis and Rock Climbing.
Administrative Associate
Administrative Associate
Amanda graduated from Concordia University with a bachelor's degree in English Literature in 2017.
She has an affinity for teamwork, organization and communication which is widely reflected in her work.
Having been in customer service at TD for over 9 years, she is committed to ensuring personalized, enjoyable, and professional interactions with our clients.
Beyond her professional pursuits she has a passion for baking and event planning.
Additional TD Specialists
Wealth Planning Specialist
Wealth Planning Specialist
As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively
with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and
reflects their vision for the future. I work with clients to provide comprehensive wealth strategies,
including determining retirement income needs, identifying tax and estate planning
considerations, leveraging personal life insurance strategies, and identifying tax-efficient
charitable giving strategies.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
