- 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.
* Mutual funds are distributed through Desjardins Financial Security Investments Inc.