Our team helps successful business owners, successful individuals and their families have “Piece of Mind” with our POM process. We offer tailored solutions for risk and wealth management, combined with our knowledge of taxation and philanthropy to achieve and protect the life you want. Furthermore, we offer cash flow and debt management solutions to meet the complex needs of this successful group of people. With over 20 years of combined banking experience, we are uniquely placed in a position to help you get the most from your bank, or better still from a position of multiple banks vying for your business. Our goal is to ensure you keep the most money away from the bank, government as well as the insurance company to create and maintain your hard-earned dollars. Have an M&M, a “Movative Moment” and see your future with anticipation, not apprehension with our POM process, a process you can grow into, not out of.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.