Building a solid financial security plan together will help you balance all the aspects of your life by providing ways to prevent and protect against the financial risks associated with a disability, illness, loss of independence or death.
I am committed in guiding you in the achievement of your financial security goals by transforming your ambitions into concrete solutions to ensure that they are realized.
Since 1997, I have been a proud partner in my clients’ financial success. I have always valued relationships based on honesty and trust. Your values, needs and preferences are what guide me when I propose the best possible solution for you.Learn More About Me
My role consists in offering you the best possible solutions adapted to your financial security needs. I am committed to helping you:
Protect yourself should you be faced with a disability, a loss of independence or a serious illness
Establish your financial needs at retirement
Plan the financing of your projects
Prepare your estate plan
Manage your debts