I joined Investia Financial Services as a mutual fund representative and National Bank Insurance as a financial security advisor (personal insurance broker) after eight years working at a wealth management firm. Over these last ten years of my career, I adopted three fundamental values that guide each action I take: respect, ethics and engagement. My objective is to have evolving conversations with you so that I can become the advisor you trust. Professional and motivated, I will help you make strategic decisions for your peace of mind and your wellbeing in the future. Your personalized tax plan will improve your financial health by being based on your life objectives and your concerns. Whether you’re a professional, business owner or self-employed worker, we are ready to provide guidance.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.