Not everyone gets to do what they love, but I do. Developing relationships, uncovering opportunities with clients, helping them achieve what is most important to them is what I love to do.
I am a Financial Advisor and Wealth Strategist with extensive business expertise.
Because I have children of my own, I understand the value of helping and protecting your loved ones and yourself by being prepared with a proper planning while enjoying the benefits of your plan along the way.
That is why in conjunction with helping businesses optimize their assets with the best in class tools, I focus on insurance and investments to help families grow their wealth with personal planning.
I led a business in the financial services for over 10 years and do understand what’s involved with growing a business, keeping things moving, and making sure that everything works together.
When I was a Business Consultant in the Insurance industry, I helped financial advisory firms to explore, plan for and implement business transitions and mentoring relationships. I got to work with some incredible business owners who wanted to grow and monetize their life’s work!
I went to university in Paris where I had a Masters in Finance, live in Toronto and work across Canada - I am bilingual French and English.
I really do bring perspective and an appreciation that different people do things differently - there are no “cookie cutter” approaches that make sense when it comes to planning for the most important goals of your life.
Understanding what matters to you and supporting that is what matters; and that’s what I get to do every day!
Click here to listen to the podcasts of my interviews in French:
- "Mariage : Regard sur les finances" I Radio Canada - Y a pas 2 matins pareils
- "Immobilier: Les jeunes adultes achètent avec des amis ou des parents" I Radio Canada - Ya pas 2 matins pareils
- "Réussir son premier achat immobilier" I Radio Canada - l'heure de pointe
- "Acheter sa Première Propriété Comment se Préparer ?" I Choq fm