With significant experience working for a leader in the mutual fund industry, I have partnered with a large number of investment advisors, providing an enriching experience that has given me deeper insight into the needs of high-net-worth clients. In a market where established processes and outdated systems often limit personalization, I offer tailored wealth management, proactive updates, constant attentiveness, and a comprehensive approach focused on achieving concrete goals.

I am the third generation involved in the wealth management industry. Since childhood, I have watched my father, an Investment Advisor, guide our loved ones through major life projects: buying a home, planning an estate, funding children’s university studies, considering early retirement, or settling into a cottage to enjoy the fruits of their hard work.

As a graduate of Bishop’s University, I developed a strong appreciation for interpersonal relationships and the importance of building a solid network. I completed my studies in finance with a specialization in information technology and a minor in computer science. This background allows me to put technology to work for my clients.

Today, I am proud to continue the family tradition by helping professionals and entrepreneurs take charge of their financial futures, thanks to a comprehensive approach that considers every aspect of their lives.

Outside the office, I love spending time outdoors, whether I’m exploring the province of Québec by bike or hitting the ski slopes. As a passionate Montrealer, I never miss a chance to enjoy cultural events and everything the city has to offer.