I have a Bachelor of Business Administration (BBA) and a certificate in financial planning. I quickly made my mark in the industry, going from being a financial planner at a wealth mangement company to playing a key role at iA Financial Group in barely 10 years. Since 2021, I've been a member of the board of directors of the Chambre de la sécurité financère (CSF), as a representative for the insurance of persons sector. I also teach finance and accounting at the collegiate level. I joined iA Financial Group in 2018 as a regional sales manager before being appointed the manager of the advanced financial planning service in 2019. Today, I continue to put my knowledge and abilities to work for financial security advisors in order to manage more complex cases. I now have my own financial services and financial planning firm.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.