I have a degree in actuarial science and I am an Associate of the Society of Actuaries (ASA). I am proud to be part of the Quimper – Solutions financières intégrées team. My specialty is developing strategic financial plans for business owners and incorporated professionals, especially as they relate to individual retirement savings plans. Our business philosophy is built around three core values: transparency, integrity and simplicity. Please do not hesitate to reach out to me to find out how I can help you meet your goals, all in a relaxed, yet professional atmosphere. You might want to consider an IPP (Individual Pension Plan), which is an attractive RRSP-like solution for business owners and incorporated professionals. These plans offer considerable tax benefits and can significantly increase the participant’s financial wealth.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.