Full Services Plus

Through my firm I can leverage expert resources. I have direct access to our research analysts, managed assets group, traders, new products and solutions coming to market so that I am able to deliver market leading information, ideas and solutions for my clients. I work and live in Montreal, I have the ability to service clients anywhere. I am also licensed to service clients in several Canadian provinces. I can even service Canadians living in the US.

My offering includes: 


  • Comprehensive wealth management strategies

  • Retirement accumulation and income planning strategies

  • Focus on maximizing after tax income and managing tax efficiency

  • Assisting CPAs, Tax Attorneys in servicing and adding value to their clients

  • Trust and Estate planning services

  • Philanthropic strategic planning