Address119 rue St Jacques
Montréal, QC H3A 3M8
My BackgroundFinancial planner since 2009, I help my clients achieve their goals in the short, medium and long term. I built a personalized financial plan that allows us to track their progress continuously. With the goals clearly identified, I established an investment portfolio respecting their constraints. It is also important to optimize savings and investments by limiting the impact of taxes during asset accumulation, preservation, and transfer to the next generation. It all starts with a first discussion, so make an appointment and plan your future. By planning, you greatly increase your chances of success.
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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.