With more than 17 years of experience in financial services as an advisor and manager, I have developed a solid expertise in financial planning. In 2020, I took over the torch of the family company, Marette Gestion de patrimoine, in business since 1996.
It will therefore be a pleasure for me to grow with you and to offer you stability and professionalism for your personal finances for the next few years, even decades!
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.