Best Fund Management Company Québec Near Me

4worldlovers:
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.

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.