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Travaille dans le secteur des services financiers depuis 1980 et est titulaire d’un baccalauréat en commerce, Université Concordia et d’un MBA (Finance) HEC de Montréal. De 1980 à 2000, il a œuvré dans le secteur du Financement des grandes entreprises publiques et il est un professionnel aguerri du secteur Gestion de fortune privée depuis 2000.
Il est un Administrateur au Conseil d’administration de FEI Canada, Section du Québec et un vice-président principal au Comité de gestion, Section du Québec depuis 1983. FEI Canada est un Institut canadienne et mondiale, qui agit comme porte-parole des Chef de la direction financière (CFO). Il a siégé plusieurs années comme Administrateur au Conseil d’administration de la Société d’Arthrite du Canada et à celui de la Société Croix Rouge, Sections du Québec.
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.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
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