Thank you for visiting my web site. I chose to have a presence on the web to be able to communicate quickly and effectively with my clients, and to be able to give prospective clients a way to find out more about me before meeting face-to-face. Please take the time to visit the various sections of this web site – their contents will give you a better idea of my approach to investing and how I put portfolios together for my clients. The Contact section gives my and my team members telephone numbers, as well as an easy way to reach me by email. Finally, I have included a Links section as a value-added service to my clients – these will take you to other web sites that I think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets.
As a National Bank Financial Investment Advisor, I have the expertise and all of the necessary resources at my disposal to help you reach your investment objectives. I provide each of my clients with an personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs.
My mission statement is simple, but powerful: I am committed to providing honest, high quality, personalized services to all my clients with the goal to preserve and grow their wealth.
My clients are individuals, families, corporations and charities that prefer to have their investments managed in a personalized professional manner.