With a wealth of over 20 years of experience in financial services, I act as a trusted partner with my clients. Dynamic and sociable, I am passionate about finding unique solutions to people’s various financial concerns. A great sports enthusiast, I consider myself a real financial coach for each of my clients. This profession has allowed me to meet a multitude of people who have taught me that life is a long and exciting journey, filled with challenges, surprises but above all, great happiness!
My mission is to help individuals and businesses make the best financial decisions. My role is first of all, to ensure the protection of assets and income, then to maximize the growth of my clients’ wealth over time, by optimizing the tax notion.
To offer support in the various spheres of wealth management, I surround myself with different collaborators including accountants, tax specialists, notaries and mortgage brokers.
I am proud to develop privileged and lasting relationships with my clients, based on a deeply human approach. Integrity, trust, listening, and transparency are at the heart of my professional approach.
*Registered with Groupe Cloutier Investments