Languages: French, English
Mr. Choinière has worked in the financial services field for more than 25 years. He holds a MBA from the Université du Québec à Montréal and the Financial Planner designation from the Institut québécois de planification financière (IQPF). With his skill and expertise, he is able to offer his clients an integrated and structured approach in managing their wealth and helping them achieve all their life goals.
As a financial planner and an investment advisor, it is essential that I properly structure your portfolio in line with your investor profile and your tolerance for volatility. In order to minimize stock selection risk, I favour exchange-traded funds and active management through mutual funds.
I sincerely believe that specialists add value. As an advisor, my role is to ensure adequate sector or geographic diversification of your portfolio by offering you investment solutions managed by the most successful, highly reputed managers in the industry.
I seek to obtain an optimal return after taxes, or government grants, because I prefer to maximize tax efficiency rather than increase portfolio risk.
My service offer is tailored to the needs and objectives of each of my clients.
I offer you assistance that meets your specific needs at each stage of your life. I take a disciplined and comprehensive approach that covers all aspects of your personal finances: savings, investment strategy, taxation, etc.
Lucie Carpentier is a professional, dynamic member of the team with 15 years’ experience in the financial industry.
Lucie is responsible for the team’s administrative duties, and always offers clients exceptional service. She’s currently completing courses on Canadian securities and conduct and practices at the Canadian Securities Institute.