Welcome
As your financial needs evolve over time, you need different solutions depending on your stage in life. This is especially important when you want to build the financial wealth needed to carry out the projects that matter most to you.
My colleagues and I are committed to managing the world's most important investments : yours !
On this site, you can learn about our approach to managing your wealth, as well as our diversified service offering, and the many solutions adapted to you.
As a member of the National Bank Financial - Wealth Management team, we draw on more than a century of know-how and the resources of one of Canada's largest financial groups. We have both the expertise and the resources to help you build and manage the assets you need to reach your goals.
We offer each of our clients a personalized approach and a customized investment portfolio. We can also recommend complementary financial products and services in order to meet all their financial needs.
If you have questions or want more information, please do not hesitate to contact us by telephone or by using the contact form.
Discover our company
Our purpose
Our mission
Our mission is to provide peace of mind to our clients and their families by providing a wealth management framework, support during volatile times and investment strategies to help them achieve their goals.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes us stand out
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
- Our commitment to helping you achieve your goals
- Our approach
- Our integrity
- Our professionalism
- Our transparency about the compensation we receive
