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.
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.