Committed to your dreams
My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan, keeping in mind the values that motivate my commitment to you:
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
• Plan the financing of your projects
• Manage your debts
• Establish your financial needs at retirement
• Prepare your estate plan
I hold a degree in Finances from the University of Sherbrooke. 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 continually update my knowledge to ensure that I can offer the best and most current advice, with your needs front of mind.
My partners and support
I have decided to associate myself with SFL Partner of Desjardins Financial Security, 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, SFL and its counterpart outside of Quebec Desjardins Financial Security Independent Network have over 1,500 partner representatives and more than 40 financial centres and sub-branches 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.