For more than 20 years of experience in the field of finance, with 10 years for healthcare professionals, I offer a personalized approach, both in portfolio management and wealth management. I have a broad experience in setting up tax structures for healthcare professionals. My experience and knowledge allowed me to develop a caring and analytical approach with a commitment to delivering exceptional service to my clients all with the goal of guiding them toward financial success.
I hold a Master's degree in administration with a concentration in international management, Sherbrooke University in partnership with ESCEM de Pothier in France, a Bachelor's degree in business administration, HEC of Montreal and have the designation of Financial Planner from Institut québécois de planification financière (IQPF). I have continued to pursue my professional training, including getting my license in personal insurance and securities.
Throughout my career, I have demonstrated continued professionalism and devotion to my clients.
