My Approach

My Commitment to You

In all circumstances, I am committed to:


  • Act rofessionally and ethically at all times

  • Act in your interest before mine

  • Act with independence and objectivity

  • Act with knowledge, skill and diligence

  • Communicate with punctuality and accuracy

  • Respect the rules that govern capital markets

My Approach

  • Take the time to get to know you.

  • Make a complete analysis of your current situation.

  • Identify your needs and concerns.

  • Propose an action plan adapted to your specific needs.

  • Build a personalized retirement plan that meets your future goals.

  • Guide you in planning and settling your estate with the Trust of the Bank of Montreal.

  • Regularly monitor the progress of your situation, to ensure that the strategies used are always in line with your needs.