Francis Vandal

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Francis Vandal

Senior Portfolio Manager

Senior Investment Advisor

FCSI®

CIM®

M. Econ

Committed to understanding your needs and helping you achieve your vision of success

Phone

Office

(819) 562-1291

Office Location

1910, King Ouest bureau 330 Sherbrooke, QC J1J 2E2. map

Francis has worked in the investment sector for over 24 years and has been a portfolio manager since 2009. He has always been passionate about portfolio management and economic analysis.

Francis holds a bachelor’s degree and a master’s degree in economics from the Université de Sherbrooke, where he also worked as a lecturer.

He has been a Fellow of the Canadian Securities Institute since 2011 and has obtained the Chartered Investment Manager (CIM®) designation since 2009. He previously worked as a branch manager and assistant manager from 1998 to 2012, which helped him develop his team and compliance management skill set.

Phone

Toll Free

(855) 504-7655

Branch Phone

(819) 562-0050

Branch Fax

(819) 562-4028

Certificates

FCSI®

CIM®

M. Econ

Languages

French

English

Our Clients

We take the time to understand what makes you unique. We establish a deep understanding of who you are by actively listening to you and gathering information on your individual goals and vision. The insight we gain from working with you is the basis on which we design your wealth strategy. We believe that developing a personalized wealth strategy is a key component to your financial success.

Benefits of Discretionary Investing

With Francis, you have the opportunity to benefit from discretionary portfolio management:

Convenience

You no longer have to make daily investment decisions – you can entrust them to our team. We can manage your money for you, not just with you.

Transparency

One transparent, asset-based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.

Security

Sudden opportunities and risks can be addressed swiftly without waiting for your approval.

Helping you achieve your vision of success

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

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.

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