I am an investment fund advisor. I have over 30 years of experience in the financial advisory profession. I am honoured to have been recognized with some of the financial community’s most prestigious awards. My passion for finance extends to my personal commitments, which include serving as a thought leader and subject-matter expert on various community committees and boards whose objectives are to ensure that their members stay abreast of the laws pertaining to financial and estate planning.Contact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.