How my team can help you
As an Investment Portfolio Manager and licensed Financial Planner, I manage Investments and build Financial Plans for high net worth families. This includes professionals, business owners, corporations, trusts and estates.
My clients benefit from an in-depth discovery phase where I learn more about what's important to them and help establish real goals. I work together with their professionals and our TD Specialists to create Investment and Financial Plans to help achieve them.
Working together with TD Specialists
I work with a network of some of the most sophisticated specialists and professionals in Montreal to help you make the most of your unique position.
I work with high net worth families, business owners, professionals, corporations, trusts and estates.
What makes me different
- My attention to detail
- My service level and follow-up
- My depth of knowledge from 20 years experience in the fields of investing and retirement
- My expertise in helping deal with complex strategies in tax and estates
- Most of all, I take the time to explain and help educate my clients
How to get started
Please call our office at 514-289-0628 to start your journey to financial success.