I started my professional career as an engineer/project manager for ten years prior to being given an opportunity to take on a new challenge in the personal finance sector in the 1990s. Now, it is with Investia Financial Services, a subsidiary of Industrial Alliance, and as part of the Centre Financier Lebourgneuf branch that I work to serve you better and provide strategy recommendations towards your financial freedom. Autonomy and integrity are closely related to the financial freedom you seek to achieve. My status as a mutual fund advisor with Investia provides me with this freedom of choice and action. My commitment to building a long-term partnership with you to help you achieve your goals will be supported by a customized management plan and the ongoing monitoring of your family and financial situation.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.