Committed to your dreams

 

 

 

My role consists in offering you the best possible solutions adapted to your needs in terms of financial security, in order to help you:

• Protect yourself should you be faced with a disability, a loss of independence or a serious illness
• Plan the financing of your projects
• Manage your debts
• Establish your financial needs at retirement
• Prepare your estate plan


Recognized skills

 

 

 

 

I have completed the Canadian Investment Fund course from the Investment Fund Institute of Canada. Moreover,  with my commitment to continuing education, I can provide you with pertinent, timely advice to guide you with your financial security planning. I offer you my expertise and knowledge to help you carry out your most important goals.

I stay on top of all the latest developments in the area of financial security planning and update my knowledge continually to ensure that I can offer the best and most current advice, with my clients’ needs front of mind.


My partners and support

 

 

 

 

I have decided to associate myself with Desjardins Financial Security Independent Network, a major distributor of financial products and services that gives me all the support I need to provide the excellent service my clients have come to expect. A subsidiary of Desjardins Financial Security, a leader amongst Life and Health Insurers in Canada, Desjardins Financial Security Independent Network and its Quebec counterpart SFL have over 1,300 partner representatives and more than 40 financial centres from coast-to-coast.

Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation.


*Mutual Funds distributed through Desjardins Financial Security Investments Inc.