- Independent Representative
- Financial Security Advisor
- Mutual Fund Representative*
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:
I am 100% committed to developing the best financial strategy for you, to being accessible, and to providing top-quality advice and services that are a perfect fit with your needs, in order to:
- Protect you in the event of disability, loss of independence or critical illness;
- Plan ahead so you can finance your projects;
- Manage your debts;
- Determine your financial needs for retirement;
- Prepare for your estate settlement.
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.
I have decided to associate myself with SFL, 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. Being a part of Desjardins Insurance1, 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.
* Mutual funds are distributed through Desjardins Financial Security Investments Inc.
1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.