Best Financial Planner Québec Near Me

4worldlovers:
Your priorities are important to us. We can work together towards your goals, and can help with:


Work with us to assess and recommend strategies that can help to reduce your tax burden, and:


Reduce your taxable income during your lifetime or upon passing away


We can offer strategies to help you become retirement-ready by discussing questions like:


How much income is needed for the retirement you aspire to?

Estate planning helps ensure your wishes are carried out and is an effective way to benefit your heirs.

Consider using executor services like a corporate executor or Power of Attorney for Property


A financial plan is an in-depth document with many individual parts. By gaining an understanding of your needs, we help to ensure that your plan reflects your current financial situation and defines your goals, the timelines for targeting them and the steps you need to take to get there.


Your hopes and expectations are at the heart of your financial plan.


That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.

The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.


Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.


Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.


When Tim and Patty were faced with a life-altering event, their TD Wealth advisor helped them through the deeply personal aspects of legacy planning. Hear, in Tim's words, how their TD Wealth advisor took the time to understand their vision and helped establish a legacy in Patty's honour that will inspire students for years to come.


Steve and Lee-Ann know that the path to retirement has many twists and turns. They found that having the right TD Wealth advisor to help answer their questions, even the ones they didn't know to ask, can help uncover new possibilities. Find out how personalized retirement planning helped this couple retire earlier and make up for lost time.

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

4worldlovers: Do you have investments, but lack a long-term plan? As a Financial Planner, Investment & Retirement Planning at BMO Financial Group, I can help you define your financial objectives and develop a personalized strategy to meet your goals. The process of building a solid foundation for the future can be easy with the help of a qualified professional like myself.

In working with you, I can help you navigate the financial markets, economy, and investing environment. I can recommend strategies that will help you optimize the return potential of your portfolio while helping you manage risk. Together we will focus on meeting your needs and priorities through effective financial planning strategies. My process includes:

4worldlovers:
Jean-François Roberge is Vice President, Investment Advisor at TD Private Investment Advice.

With over 20 years of experience in financial market, his passion begin a long time ago and always feel the need to help his clients to achieve their financials goals as well as to guide them trough it.

He establish a plan with his clients with all the resources that TD Wealth Management can offer you.

Jean-François graduated with a Bachelor in Business Administration from Laval University.

His philosophy regarding investment consist to find companies that are well managed, high corporate governance and being a leader in their field.


Jean-François is involved in many community events which he cares a lot.


We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.


We'll help you identify your priorities and create a plan to address your specific needs. We can help with:


Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.


Investment planning is one of our key strengths and the cornerstone of every wealth strategy


We draw on the expertise of a variety of TD investment professionals and risk management specialists who provide our team with economic and market research. This research helps us not only manage your portfolio, but also identify the opportunities that lie in market shifts as they occur.

At TD Wealth, you will have access to diversified and risk-balanced investment choices that aim to take intelligent advantage of market opportunities.

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.