Understanding your unique goals and needs is at the heart of how we’ll work with you. It allows us to develop and implement investment and retirement planning strategies based on your current situation and your needs for the future. We ensure that the advice we provide and the services we offer complement and align with each other to help you achieve your goals.
The whole process is done with honesty, integrity and expertise that only comes from experience. It is our mission to offer you incomparable customer service.
As your financial needs evolve over time, you need different solutions depending on your stage in life. This is especially important when you want to build the financial wealth needed to carry out the projects that matter most to you. I understand this and can help you.
My colleagues and I are committed to managing the world's most important investments: yours!
On this site, you can learn about our approach to managing your wealth, as well as my diversified service offering and the many solutions available depending on your stage in life.
As a member of the National Bank Financial - Wealth Management team, I can draw on more than a century of know-how and the resources of one of Canada's largest financial groups. I have both the expertise and the resources to help you build and manage the assets you need to reach your goals.
I offer each of my clients a personalized approach and a customized investment portfolio. I can also recommend complementary financial products and services in order to meet all of their financial needs.
If you have questions or want more information, please do not hesitate to contact me by telephone or by using the contact form.