Address1001 Boul. de Montarville
Boucherville, QC J4B6P5
My BackgroundI am a proud CFA (Chartered Financial Analyst®) charterholder with over 12 years of financial services experience, including 5 years in a conflict resolution role. I am a financial « rescuer » because I help my clients avoid mistakes I’ve seen others make and apply my investment wisdom to lead them to new heights. I am also surrounded with experts in related fields such as insurance, taxation and estates.
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.