Mission and Value:

Simplicity | Listening | Solution

Our mission is to listen to you, explain financial concepts in plain language and develop strategies and solutions suited to your needs.
I have been working in the financial industry since 1988 and I have been a mortgage broker with Hypotheca, Agence Hypothécaire Inc. since 2001.

My team and I will revise your customized plan on an ongoing basis to help you meet your life goals. This is an ever-evolving process, because life is a unique adventure.

“Hope is not a strategy…”

Services Offered in RI
  • Insurance & risk planning
  • Investment management
Minimum Account Size


Investor Type Dealt With


Type of License


Autorité des marchés financiers

Chambre de la sécurité financière

Provinces Licensed In
  • Quebec