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Helping individuals make informed decisions about their financial future is one of the most gratifying aspects in my role as a wealth management professional.
I have more than 20 years of experience in the financial services sector and during this time I have obtained both my Financial Planner designation with the IQPF (Institut québécois de planification financière) and my Chartered Investment Manager designation with the Canadian Securities Institute. In addition to these credentials I am also licensed for option products as well I am a Financial Security Advisor with TD Wealth Insurance Services.
In recognition of my commitment to education, professionalism, and high ethical standards, I was also awarded with the highest honour in the financial services industry; the Fellow of Canadian Securities Institute designation. This honour is reserved for the financial services professionals who have met the most exacting standards, industry experience, advanced education and solid endorsement from their peers and superiors.
I believe that my vast investment knowledge and active listening skills allow me to help you achieve your financial objectives by providing you with ongoing trusted advice and solutions. I can advise you on investments, life insurance strategies, financial planning, retirement planning, tax and estate planning.
My mission consists of providing you with wealth management strategies designed to suit your specific needs and goals.
For several years now, I have been acting as a spokesperson for TD Bank Group handling media requests as well as public speaking engagements.
Feel free to contact me to learn how you and your family could benefit from my customized approach to wealth management. I will be happy to answer any questions you may have.
I look forward to working with you!
Toll Free: (866) 373-9611
Branch Office: (450) 681-1580
Branch Fax: (450) 681-1807
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Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.