Alain Gilbert
Senior Portfolio Manager
Senior Investment Advisor
CIM®
Wealth management that evolves as your needs, priorities and circumstances change over time
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Office Location
At Gilbert Wealth Management Group we help you preserve and grow your wealth by developing and implementing wealth strategies tailored to you and your goals. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. As a client, you can rely on us to:
· Have a deep understanding of your financial circumstances
· Develop a personal Investment Policy Statement aligned to your investment goals
· Implement investment policies and strategies to help you meet those goals
· Measure and monitor your portfolio on an ongoing basis
· Rebalance your portfolio as necessary
· Keep you informed of your progress toward your financial goals
We have excellent working knowledge and experience in dealing with complex financial matters and building a wealth strategy anchored in: building your net worth, implementing tax-efficient strategies, protecting what matters and leaving a legacy.
We pride ourselves on developing a deep understanding of our clients and their priorities. We invest the time to understand each of our clients so that we can develop a plan that is tailored to each client's unique needs. We use applied behavioral finance to uncover clients' financial blind spots and develop strategies to improve decision making.
We specialize in working with high net worth families, foundations, not-for-profit organizations and trusts. Our clients include senior executives (CEOs, CFOs), lawyers, medical professionals, accountants, entrepreneurs, business owners, lottery winners, large inheritance recipients and trustees.
Gilbert Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Phone
Certificates
CIM®
Languages
English
French
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
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.
Nick & Justina – Business owners teaming up with TD Wealth
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.
Tailored Solutions
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.
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios. Read more here.
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Many investors let their emotions guide their investment decisions, which may lead them to buy or sell at inopportune times. Emotionally-driven decisions can have a significant impact on your portfolio. Read more here.
TDAM: Market Perspectives - The Year Ahead 2023
Geopolitical conflict, rising interest rates and record inflation heightened recessionary risks for many economies as financial conditions became increasingly constrained. Read the year in review.