- Bachelor of business administration from Université du Québec à Rimouski (UQAR) and financial planner certification from the Institut québécois de planification financière
- More than 10 years of experience in financial services and advisory industry
- To work with you to formulate an investment strategy and stay on top of it
- To take care of all your wealth management needs and plan a comprehensive long-term strategy
- To provide reliable, knowledgeable and professional service and make your satisfaction my priority
When I’m choosing a security to invest in, I look at value and volatility, not popularity. It’s the best way to withstand fluctuations and tap into market opportunities.
I take a cautious approach to minimize risk and take the long-term view, while also maintaining a diversified portfolio.
What sets us apart
What I bring to the table:
- Solid expertise
- Personalized customer service
- A full-service experience
- Big-picture perspective
- My full attention
I always make sure my clients’ needs are met and that they’re on the right path to achieving their financial goals.
I believe in forming long-term relationships that are built on a foundation of mutual trust.