Jean-Francois Mathieu, F.Pl., MBA, B.B.A., CIM
Investment Advisor, registered with IQPF
Bachelor of Commerce – Finance – HEC
Masters in Business Administration – HEC
My key objective is to establish long-term relationships based on high quality service and true added value for my clients. Success is measured through the high degree of trust my clients give me and the help I provide them to fully pursue their truly important goals in life: family, career, business, health, etc.
I use my experience to help my clients put together a solid financial management strategy. This strategy is based on three fundamental elements: establishing a personalized plan, a proactive risk management approach and tight controls of income taxes and costs.
My investment philosophy is based on time-tested principles: diversification, asset allocation and a conservative, value-based approach: an efficient combination to help my clients reach their long-term goals while minimizing exposed risks. To these ends, I use a wide array of financial products to provide optimal solutions to meet my clients' specific needs.
My code of ethics is extremely rigorous and implies total integrity. My clients' interests come first and this notably entails total transparency on fees. I also put emphasis on providing my clients financial education to ensure they fully understand the strategies I recommend and to help them better judge the quality of services I provide.
If you are looking for a competent and honest advisor, or simply wish to obtain an objective assessment of your situation, I will be honored to offer you quality advice on how to improve your specific financial situation.