Welcome to the insurance and financial services world, this fast-evolving environment which is hard to navigate through alone. Located at the Centre financier Gestrix, in Alma, I am taking part in fulfilling the building’s mission, which is to put together a multidisciplinary team of experts to help clients to organize their finances. New to Investia since May 2018 and working in close collaboration with Roberto Tremblay, I am a financial security advisor with Les Services financiers du monde as well as a mutual fund representative with Investia Financial Services Inc. I can assist you with personal finance management, income tax, investment and life and disability insurance. I am more than just an advisor, I am a genuine partner who will guide you through portfolio management to help plan your retirement or your children’s education, or to help make your dreams become reality. I will work closely with you and your family to help you reach your financial goals and to help you navigate the increasingly complex financial services world. I am looking forward to meeting you!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.