“As a seasoned wealth coach and portfolio manager, I have a passion for helping professionals implement a plan to prevent that “falling behind" feeling and improve their financial health. Whether it’s reducing their frustration and financial stress, or tactics to achieve their long-term goals, I get people on a path to better financial well-being.
I do this by helping investors understand their relationship with money, and current and future financial picture. Through personalized goals, education, planning, investing, and ongoing support, I help them focus on what is important to them, increase confidence and feel financially secure now and in the future.”
Contact me at jean-francois.droz@rbc or 416-699-4550 if you'd like to talk.