I have worked in this industry for over 20 years. For the first 17, I worked on the administrative side, alongside other advisors. In January 2020, I earned my QAFP designation and made the move to becoming a financial advisor. I grew up in a family that exemplified the meaning of hard work and how to respect the value of a dollar. While we may not have had a lot of material items, my parents showed me how important it is to live within your means and save what you can for your future. Guiding clients in achieving all their life goals and dreams gives me great satisfaction in having chosen this career.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.