T 819-357-5236 ext. 5031231
Investment advisor at Desjardins Securities since 1995; branch manager from 2005 to 2011.
Member of the Knights of Columbus; member of the Plessisville Optimist Club for nearly 20 years; currently board member and treasurer of the Fondation du CLSC-CHSLD de l'Érable.
Guiding my clients in fulfilling their financial goals with products that provide the greatest tax benefit in keeping with their needs, their investment horizon and their level of risk tolerance.
Determining your goals in the short, medium and long term to recommend the financial solutions that suit you best, in keeping with your financial position and your investor profile.
I am at people's service, accessible, attentive and closely attuned to the news and the market.
I seek to build long-term relationships through a personalized approach and service. Teamwork with planners and accountants is important to me.
My client base consists primarily of businesspeople and retirees who have sold their commercial or farming businesses. These are people who seek guidance from an investment advisor and who wish to know they can rely on my expertise in investing on the stock market.