For more than 20 years, I have been helping clients achieve financial independence. I have a bachelor's degree and a master's degree in finance and I hold CFA (certified financial analyst) and financial planner designations. Our mission is to make finance managing easier for you, optimize and monitor your financial planning, and develop long-term relationships with our clients built on trust. Honesty, confidentiality and professionalism are very important to us. Our team continues to grow so that we can offer each client the best financial advice.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.