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The financial portrait of an individual is made up of several different aspects and it is with a great deal of satisfaction that I assist my clients in prioritizing these items.
Before making the move to the financial services industry I was the owner of a successful business for 13 years. Following the sale of my company I embarked on a new career path in the investment field. I have been working in collaboration with Hélène Paradis for the last 13 years.
As an Investment Advisor with the Group Paradis & Associates, I'm in a position to work with other TD Specialists to assist you in the following areas:
- Retirement planning and tax planning
- Life insurance, disability insurance, critical illness and long term care solutions
- Estate transfer and business succession planning strategies
I invite you to communicate with me or any member of my team to discuss your portfolio where you can benefit from an independent and impartial review of your financial situation.
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.
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