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LIST
Financial Planner
"Building your financial future – together"
7250 Rue Du Mile End 6e Etage Montreal, QC H2R3A4Map
With over 10 years of experience in the financial services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
I hold a BA Specialization in Economics from Concordia University, as well as a Financial Planning Certificate from HEC Montreal.
My commitment to continuous education has earned me the Financial Planner designation (F. Pl.) conferred by the Institut Québécois de Planification Financière (IQPF).
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
Toll Free: (844) 788-0322
Fax: (416) 586-1508
English, French
You deserve better than 5 minute meetings and plans that don't reflect your goals. At TD Wealth, we believe that the most important element in your financial plan is you. That's why we actually take the time to get to know who you truly are and your priorities before we review your numbers.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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