I have more than 30 years' experience in the financial services industry, including 20 as president of Summum Partenaire Financier inc. A graduate of the University of Sherbrooke, I am a member of the Ordre des administrateurs agréés du Québec (Quebec order of certified administrators) and the Institut québecois de planification financière (Quebec financial planning institute).
I value respect between individuals, perseverance and freedom at work. I agree fully with the expression "If you do what you love, you’ll never work a day in your life". Team work, authenticity, engagement and excellence are all qualities I share with my team to give the best to our clients. I invite you to discover our authenticity! See you soon.
As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification 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.