RIA: Certified 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
$100,000+
Investor Type Dealt With
Individual
Type of License
MFDA
Autorité des marchés financiers
Chambre de la sécurité financière
Provinces Licensed In
- Quebec