“What I love about my job, after all these years, is providing my clients with peace of mind.”
I have a Bachelor of Business Administration from the Université du Québec à Montréal and a degree from the Canadian Securities Institute. Since 1996, I have guided my clients toward their personal and financial goals. Over the years, I have built a multidisciplinary team of highly skilled professionals in order to provide my clients with the exceptional service and quality advice for which I am known today.
My role consists in the following:
o Establishing your profile and risk tolerance, while keeping your objectives in mind.
o Recommending asset distribution.
o Selecting the products and Investment Managers compatible with your financial solution.
o Keeping track of and reviewing your portfolios.
o Supporting you in the implementation and monitoring of your personal financial plan.
o Being attentive to your needs and to changes in your situation (wills, special financial planning, etc.).
o Referring to partners, according to your needs.
