I am passionate about human relationships and I have always been committed to the success of people around me. Working in the financial services industry since 2010 has allowed me to build ever-evolving and genuine relationships with my clients. Our team builds customized plans focused around the 6 spheres of global and integrated financial planning (PFPI) and the highest industry standards (IQPF). Operating in an environment of business people, we meet the needs of a wide of clients with very different projects. In collaboration with professionals, we are supported by a network of trustworthy collaborators. Our work ethic is based on a thorough assessment of your situation and the strategies we put forth to help you meet your most valued dreams and projects. Our deepest desire is to become a reliable resource for you in terms of planning. Looking forward to contributing to your success!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.