When your assets are at stake, discretion and reliability are priorities. I work independently and am not influenced by any obligations to banks or other financial service providers. I will help define your financial goals and develops a plan. My decisions to invest your money are based on active conceptual and strategic wealth management criteria. Summary of the basis of my work:
Competence – I regularly sharpen my axe by continuous education and training to maintain a high level of competence in my respective areas of expertise in order to achieve the industry's highest standards. I have the industry leading designation of CIM (Chartered Investment Manager) which additionally requires me to keep abreast the industry and stay compliant. I am an experienced advisor being in the industry for over 10 years.
Independence – I act independently from banks and financial service providers. This independence allows me to provide unbiased advice and in the best interest of clients. I do not manufacture or own products and have no incentive to favour one product over another. Believing in active conceptual and strategic wealth management, and with the flexibility and freedom to recommend, I have done “the best” for each client’s unique situation to achieve objectives.
Personal and individualized service and support to our clients are of paramount importance. I offer custom-tailored financial solutions and I conduct periodic review meetings with my clients to ensure they stay in line with their financial objectives. The honest and knowledgeable advice I offer makes me a leading advisor. Because of our personalized service, we have a big success in getting unsatisfied and mistreated clients of banks and credit unions. You are a client to us and not merely a number. It cannot be explained but it can be experienced.
We have worked silently and our success has made noise. Some companies may charge you transfer out fees, so please verify this before you proceed with your transfer.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.