After more than 12 years of accompanying various entrepreneurs in their commercial financing as a corporate account manager, I was seduced by their passions and their stories...
As securities allowed me to develop my entrepreneurial side, I chose to accompany them in another phase of their lives to plan for the future!
With a bachelor's degree in business administration, a certificate in commercial credit, a course in securities trading, the title of financial planner and financial security advisor, and finally a Chartered Investment Manager (CIM), I have distinguished myself over the years by my holistic approach to wealth management.
With my partners at RBC Wealth Management, I advise a select group of entrepreneurs and professionals by managing their investments through personalized financial planning including tax, legal, family, estate and protection aspects. I work closely with you and your professional advisors to implement customized solutions that will maximize the value of your wealth, applying a comprehensive approach to your unique financial situation.
With 30 years of experience, coupled with my attention to detail and my analytical ability, I am able to be the financial VP of your financial decisions. My family-centered approach goes beyond investment management to achieve the goals of cohesion and prosperity across generations.
