I have over 30 years of experience in the local community, including over 20 years in financial services. I’ve built a solid reputation among my clients as a committed and dedicated professional. I am well-informed and positioned to advise you regarding all your investment and retirement needs.
Financial planning and management have become more difficult over the last few years. Before making any recommendations, I perform a detailed analysis of your particular situation. This is vital to creating a personalized plan to help you achieve your investment and retirement objectives.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.