As a Private Banker with TD Wealth Private Banking Jean-Félix understands the often-complex
needs that go hand in hand with busy lifestyles and growing wealth. As your dedicated Private Banker, he will be your primary point of contact to assist you with all your personal banking needs. Jean-Félix, along with an experienced and dedicated support team, will work with you and your family to create and implement a comprehensive banking plan that is tailored to fit your individual and family goals.
Jean-Félix began his career at another financial institution and worked his way up quickly through several positions with the retail bank. In May of 2022, he joined TD Wealth Private Banking as a Private Banker. On an academic level, he pursued a Bachelor of Business Administration from l'École des Sciences de la Gestion (ESG UQAM) along with a minor in Economics from the University of Montreal. In addition, he has obtained the Financial Planning designation F.Pl. from the IQPF (Institut Québécois de la Planification Financière).
Jean-Félix is recognized for his calm nature and attentiveness. This is at the core of the lasting client relationships he continues to build.
Dedicated To Helping You Achieve Your Vision Of Success
We will help you achieve your vision of success through:
Implementing tax-efficient strategies - you've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will help structure your investment portfolio to help reduce tax exposure while keeping income available as and when you need it.
Protecting what matters most to you - life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
Preparing for the legacy you want to leave - you are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of wealth to those who matter most to you.
A Distinct Discovery
To act for another, one must know the other as they know themselves. Starting with a blank page, an inquisitive mind and great deal of empathy, we ask numerous questions to reveal what is truly most important to you, your family and business. Each person's needs are unique and our goal is to offer you the relevant, customized wealth advice you deserve. We can only do that by getting to the heart of what matters most to you. That's why our approach is to understanding what is important to you, your family and your values. We want to discover everything about you, all the things in your life which make up you and your financial DNA.
Your unique goals
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.