I was a chartered accountant for 15 years between 1979 and 1994 and I have taken to heart my mission as a financial services advisor for almost 25 years. I mostly work with professionals, business people, families with children and special needs individuals, as this group is too often overlooked. Talk to me about your dreams and goals and we will work together to help you reach what you value most. Looking forward to meeting you soon!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.
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.