Dany Guillemette
Investment Advisor
Who am I?
I am a Chartered Investment Manager (CIM®) with over 25 years of financial and business experience.
What do I do?
The goal of my practice is to work with my clients to help them identify their dreams and goals, and then work with them to understand the financial implications of the life decisions they make. My team members are committed to serving our clients as unique partners who require individualized solutions and thoughtful strategies to help them make the right decisions. Above all, we build lasting relationships based on trust.
How do I proceed?
Once I have a complete understanding of my client's needs, I identify potential solutions to build an ongoing plan. I combine art and science to select and oversee a group of investments that meet the long-term financial goals and risk tolerance of a client, business or institution. I have access to a full range of financial solutions to help you achieve your short- and long-term goals.
Why should you work with me?
We partner with you to connect your financial resources with your life needs. When someone trusts me, I strive to return that gift with my care and commitment to help them in any way I can. I view my client relationships as true partnerships that require honesty, seeking and sharing ideas and solutions that will enrich their lives. I am personally committed to doing a great deal for a select group of individuals.
Dany Guillemette
Who am I?
I am a Chartered Investment Manager (CIM®) with over 25 years of financial and business experience.
What do I do?
The goal of my practice is to work with my clients to help them identify their dreams and goals, and then work with them to understand the financial implications of the life decisions they make. My team members are committed to serving our clients as unique partners who require individualized solutions and thoughtful strategies to help them make the right decisions. Above all, we build lasting relationships based on trust.
How do I proceed?
Once I have a complete understanding of my client's needs, I identify potential solutions to build an ongoing plan. I combine art and science to select and oversee a group of investments that meet the long-term financial goals and risk tolerance of a client, business or institution. I have access to a full range of financial solutions to help you achieve your short- and long-term goals.
Why should you work with me?
We partner with you to connect your financial resources with your life needs. When someone trusts me, I strive to return that gift with my care and commitment to help them in any way I can. I view my client relationships as true partnerships that require honesty, seeking and sharing ideas and solutions that will enrich their lives. I am personally committed to doing a great deal for a select group of individuals.