Financial planning is the pillar of wealth management strategies. Thanks to my graduate studies in administration and taxation, I can provide you with a global vision that goes beyond simply offering portfolio management advice. This 360-degree approach, combined with my genuine commitment to building solid long-term relationships, allows me to identify the best tax-saving strategies within a personalized financial plan to help clients save money, increase their wealth, and safeguard their future. In addition to my academic background, I’ve worked with entrepreneurs, professionals, and wealthy retirees in Greater Montreal for over a decade. I’ve teamed up with BMO Nesbitt Burns in order to offer my clients access to the resources of a banking leader in North America. I’ve been around the financial services sector my entire life. In fact, my father is still very much active in the field, with more than 40 years of experience, as are most of the members of my family. This unique combination of wealth management know-how and taxation expertise is in my DNA. Just like my desire to be an exceptional model in terms of customer service. I’m a member of the Institut québécois de planification financière (IQPF), the Chambre de la sécurité financière [GM1] (CSF), the Autorité des marchés financiers (AMF), and the Association de planification fiscale et financière (APFF). Learn more about my personalized approach > COVID-19: our services and dedication remain unchanged despite the pandemic and we comply with all public health guidelines.