ABOUT ME
I'm an Independent Financial Security Advisor, based in Montreal Canada, who loves helping people feel secure and confident about their money.
Think of me as your financial GPS – helping you navigate toward your goals while avoiding those pesky wrong turns along the way
I've spent over a decade in the financial world, and here's what I've learned: everyone's financial journey is unique.
Whether you're dreaming about a comfortable retirement, saving for your kid's education, or just want to sleep better at night knowing your money is working for you – I'm here to help make it happen.
My job is simple: I help you create a clear financial roadmap that fits your life. No confusing jargon, no one-size-fits-all solutions – just straightforward advice and strategies that make sense for you. When your finances are in order, you can enjoy the good stuff in life, like family time, career goals, or planning that dream vacation.
Services
Insurance
As an insurance broker with extensive Canadian market access, I help match you with optimal coverage across multiple insurance types.
I'll help you compare and find the ideal coverage across:
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Private Health & Dental Plans
- Travel Insurance
Investment
Your investment strategy should be as unique as your financial journey. Whether you're looking to optimize existing investments or take your first steps into investing, I'll work with you to create a personalized plan aligned with your goals and timeline.
I provide comprehensive guidance across all account types, including:
- Tax-Free Savings Accounts (TFSA)
- Registered Retirement Savings Plans (RRSP)
- Registered Education Savings Plans (RESP)
- Registered Disability Savings Plans (RDSP)
- Locked-In Retirement Accounts (LIRA)
- Individual Pension Plans (IPP)
- Non-registered investment accounts
Together, we'll build an investment approach that works for you.
Advanced Solutions
For business owners and high-net-worth individuals, we deliver sophisticated financial strategies, including:
- Corporate Tax-Efficient Insurance Solutions
- Custom Individual Pension Plans (for those who've maximized traditional retirement vehicles)
- Comprehensive Group Benefits & Group RRSP
- Strategic Estate Planning
Our specialized team helps you navigate these complex financial tools to optimize your business and personal wealth management needs.