The important thing is to get started.
*Based on an annualized return of 8%. Returns are not guaranteed. Past performance is not necessarily indicative of future returns.
services
Wealth Management
La meilleure façon de bâtir votre patrimoine, c’est d’établir des objectifs atteignables avec une stratégie adaptée à votre situation.
The best way to build your wealth is to set achievable goals with a strategy that is tailored to your situation.
Everything Starts With a Plan.
Your situation is unique and your plan must be as well. To reach your financial goals, you need to be able to count on advice that fits your reality.
Financial Plan Development
We need to talk about your goals and situation, then develop the most effective plan to get you where you want to go.
Financial Plan Analysis
Do you already have a plan? We can analyze its effectiveness using realistic scenarios and discuss how we can do more.
Consistency Above All
Depending on your risk tolerance, we will develop a strategy that optimizes your investment returns.
Guidance
It's normal to have questions. Benefit from sound advice backed by reliable data every time.
$19 a Day is
$526,000
526 000$
in 25 Years.*
Solutions Tailored to Your Situation
Whether you want to plan for retirement, earn extra income or provide security for a rainy day, let's find the strategies that best meet your goals!
Employees With Pension Funds
You’re looking for more than what you'll be receiving when you retire.
Employees Without Pension Funds
You want to be able to count on an income when you decide to retire.
Entrepreneurs
You'd like to grow your assets while maximizing your wealth.
Businesses
Maximize the cash flow of your business to generate tax-free income.
Self-Employed Workers
You are interested in creating a security or financial asset for yourself in the future.
Trusted investment companies I use to help my clients
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Consistency > Wealth
Everyone is able to build wealth, as long as they can depend on a strategy that fits their reality. This is what makes it possible to be consistent and achieve your goals.
Regardless of Your Means
Consistency is much more important than the dollar amount invested.
No Need to Deprive Yourself
When you don't have to deprive yourself, it's possible to be consistent.
Combine Safety and Creativity
Maximize your returns through creativity, while limiting your risk.
An accessible advisor with a creative approach to growing your assets, while always keeping an eye on the performance of your returns.
Pour créer et faire fructifier un patrimoine, il faut avoir les deux mains sur le volant et garder la tête froide pour prendre des décisions stratégiques et cohérentes avec les objectifs du client.
partners
A Solid Track Record
Mutual fund dealer affiliated with WhiteHaven Securities
Member of the Chambre de la sécurité financière
Graduated in 2016 with a degree in Business Science from the University of Ottawa
Certificate number of the Autorité des marchés financiers: 240577
