With over 15 years at BMO, including 12 years in financial planning, I help clients achieve their financial goals through personalized strategies and a trust-based approach.
I hold a BBA in Business Administration from HEC Montréal (Finance specialization) and the Pl. Fin. designation. I am also a member of IQPF since 2013 and registered with the AMF.
My expertise spans portfolio management, financial and retirement planning, and implementing solutions tailored to each client’s unique needs.