Philosophy

Mission

 

I am dedicated to build a solid business relationship with all of my clients and help them grow their wealth.
My first priority is to keep my clients informed and educated so that they can make informed decisions regarding the multiple instruments, products and strategies available.

 

Business Philosophy

 

I work closely with my clients to build a strong customized investment strategy, to achieve their specific goals.

I believe that a long-term approach and proper diversification allows for adequate returns while minimizing risk.

No matter if you’re a conservative or a more risk-inclined investor, if you’re looking for income or for growth, I will create strong investment strategies tailored to your own personal needs.

 

As your investment advisor, I put your priorities first:

Assess your financial goals and level of risk tolerance

Develop a strategic and effective in-depth plan based on your current financial picture

Put your customized investment plan into action

Monitoring its progress over both the short and long term, with a responsibility to keep you informed

Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary