I entered the investment industry in 1998. Over my career, I have serviced my clientele with a dedicated one-to-one approach, helping to identify financial needs and assisting clients to achieve their goals. I help clients become financially prudent and make the most of their assets.
As a Certified Financial Planner (CFP) since 2001, I strive to provide the highest level of professionalism in holistic financial planning advice. As a Responsible Investment Specialist (RIS), I consider the integration of environmental, social and governance factors (ESG) into the selection and management of investments.
I strongly believe financial planning to create wealth is an ongoing process. Regular review, investment discipline and continued education are key elements to financial independence!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.
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.