I have been working in the financial services industry since 2007. Prior to taking on the role of Financial Planner, I was an Investment Advisor in the Montreal area. During the last 2 years, I have focused exclusively on financial planning and fostering strong client relationships.
I have completed the requirements for the Financial Planner (F.Pl.) designation conferred by Institut Quebecois de Planification Financiere, the CERTIFIED FINANCIAL PLANNER™ certification conferred by the Financial Planning Standards Council and a Master of Business Administration (MBA) from McGill University.
I look forward to being with you every step of the way as we work together to achieve your personal financial goals.